Your essential guide to retiring in France, financial and residency considerations for expats
Join us for an expert briefing designed to help international professionals and retirees plan a smooth and financially secure move to France.
In this session, Paul Waterman (Partner, GSB) and Dimitar Hadjiveltchev (Co-Head of CMS International Private Clients Group) share clear, practical guidance on what expats need to know before relocating — from property ownership and succession law to pensions, healthcare, and wealth structuring.
Whether you’re in the early stages of planning or already preparing for your move, this session highlights the essential legal and financial steps to take before settling in France.
What we will cover
Property & Legal Essentials
The most common pitfalls overseas buyers face when purchasing property in France
Understanding succession law and how foreign wills are recognised
Forced heirship and inheritance rules for international families
Residency & Healthcare
Visa options and post-Brexit residency requirements for UK nationals
Navigating dual residency and avoiding double taxation
Healthcare entitlements and S1 form access for retirees
Wealth & Financial Planning
How UK pensions are treated when you become French tax resident
What’s changed for Qualifying Recognised Overseas Pension Schemes (QROPS), Individual Savings Accounts (ISAs), and offshore investments post-Brexit
The role of Assurance Vie in financial and estate planning
Managing currency exposure and maintaining long-term flexibility