Financial Planning for Your Move to France
In Partnership with SJB Global
Moving to France is about much more than finding the perfect home or securing your visa. It is about creating a future that is financially secure, tax-efficient and built around the lifestyle you have worked so hard to achieve.
Whether you are retiring to the French countryside, relocating with your family, purchasing a second home or beginning an exciting new chapter overseas, there are important financial decisions that should be considered before you make the move.
That is why A New Life in France has partnered with SJB Global, international financial planning specialists who help individuals and families navigate the financial aspects of moving abroad.
Together, we combine practical relocation advice with specialist financial expertise, giving you access to trusted information that helps you prepare for every stage of your move to France.
Helping You Plan with Confidence
Relocating to France can affect almost every aspect of your financial life.
Your retirement income, investments, taxation, inheritance planning, estate planning and long-term wealth management may all need to be reviewed once you become resident in France.
The earlier these areas are considered, the greater the opportunity to build a financial plan that supports your future goals and helps avoid costly mistakes later.
Whether you are moving from the United Kingdom or the United States, SJB Global provides specialist advice designed specifically for internationally mobile individuals.
Our advisers are expats too. We understand the reality of living, investing and retiring across borders.
What Does SJB Global Do?
SJB Global specializes in cross-border financial planning for expatriates and internationally mobile families.
Rather than focusing on a single financial product, SJB takes a holistic approach, helping clients understand how every financial decision fits into a wider long-term strategy.
Areas where SJB Global can assist include:
• Retirement planning
• International investment management
• Pension planning
• Retirement income strategies
• Tax-efficient financial planning
• Cross-border wealth management
• Estate and inheritance planning
• Cashflow modelling
• Currency planning
• Financial planning before and after relocation
Whether you are years away from retirement or already enjoying it, SJB Global helps ensure your finances continue to work for you wherever life takes you.
Financial Planning for UK Citizens Moving to France
Moving from the UK brings a number of important financial considerations.
Questions often include:
How will my UK pension be taxed? Should I review my pension arrangements before moving? How will becoming French tax resident affect my investments? How do French inheritance rules affect my family? Can I create a more tax-efficient retirement income? How should I structure my finances before leaving the UK?
To help answer these questions, SJB Global has created a dedicated guide specifically for British citizens relocating to France.
GOT A QUESTION?
ASK THE SJB GLOBAL TEAM
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Speak to SJB Global
If you would like to discuss your own circumstances, SJB Global can help you create a personalized financial plan designed around your relocation, retirement and long-term objectives.
Your move to France is about far more than changing countries. It is about creating the lifestyle you've always imagined.
With A New Life in France and SJB Global working together, you can prepare for that future with greater confidence, greater understanding and a financial strategy built specifically for life in France.