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Advanced and bespoke financial and wealth management support from a local specialist team of finance professionals and tax experts based in Bordeaux, France.
Our French team is a multi-skilled group of accomplished financial advisers, with direct consultations or remote calls available at your convenience through our new Bordeaux office.
Meet the Team
France Offices:
Financial advisers located in France with a strong background in expatriate financial advice.
Who We Are
Chase Buchanan Wealth Management is a fully regulated financial advisory service focusing on high-quality, customised financial support and guidance for global expats. Our emphasis is on long-term assistance, helping clients make astute and informed decisions, maintain firm oversight of their financial position, and ensure they optimise tax efficiencies around their assets, wealth, investments and pensions.
With decades of experience working with clients ranging from prospective expats planning an international relocation to corporate entities, families, professionals and those already resident in another country, we can help with every element of managing, assessing and transitioning your finances between any other jurisdiction, in full compliance with the French tax regime.
A consultation is a confidential, informative discussion where we get to grips with your broader financial status and aspirations and can often make initial recommendations for the types of financial planning services that are likely to make the biggest impact on your financial security, stability and future wealth.
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Professional French Expat Financial Advisory Services
Our full-scope team can assist with a comprehensive array of requirements and needs, with services including, but not limited to:
- Retirement planning and pension restructuring
- Estate and succession planning
- Education fees planning
- Decision-making around international pension transfers
- Tax planning and investment portfolio management
- Private client investment strategies
- Tax exposure and efficiency assessments
- Mortgages for overseas expatriates
- Corporate services
- Protections for health, income and illness
Please book a call or initial consultation at any time or access our online resources and digital guides to discover more information about these or any other relevant services.
Private Wealth Managers - France
Malcolm McDowell
Private Wealth Manager
Alex Simpson
Private Wealth Manager
Recent France Expat Advice
Outstanding Wealth Management for International Expats Living in France
From our Bordeaux office, we combine local knowledge and far-reaching expertise from our global network of tax advisors, legal specialists and wealth managers, providing you with jargon-free, accessible and transparent advice while drawing on a precise understanding of current and potential changes to tax regimes that may affect your decision-making.
Every client, family and individual are different, and we believe that the right approach is always tailored to your circumstances and expectations, whether your priorities are protection from exposure to UK taxation, managing your estate to preserve wealth for the next generation, or growing your pension assets to provide for a long and comfortable retirement.
Chase Buchanan’s in-house tax advisers can create dynamic, proactive and customised strategies to ensure each element of your finances and assets are factored into your plans, including an assessment of tax obligations specific to French tax residents such as wealth taxes, capital gains taxes and additional taxation levied on higher incomes.
Please book your initial consultation or view our latest digital financial guides for France residency and Taxation to understand more.
Working With Chase Buchanan Wealth Management in Bordeaux
Our division in Bordeaux, headed by a local team and enhanced by our established position as a specialist in global taxation and wealth management advice, provides a full scope of expertise and support, from advising on the pros and cons of pension transfer options to assisting with every step of your transition, and life overseas as an expat in France.
France remains one of the most in-demand locations for foreign nationals, particularly British citizens, with high living standards, exceptional education opportunities, an interesting culture, and no limit of fascinating and beautiful cities, rural areas and coastal regions that fulfil many expats’ aspirations for life abroad.
We base every client relationship on personal connections, getting to know how we can add value, improve your experience, or offer suggestions that could make a favourable impact on your portfolio value, pension security or long-term tax exposure.
Working with a capable, experienced and regulated financial advisory team assures you that all the decisions you make today about your finances, wealth and assets will remain relevant in the future, with the agility to adapt your portfolio or pension planning accordingly to keep pace with frequently updated tax reforms in both the UK and France.
To learn more about Chase Buchanan, our team in Bordeaux, or how we can provide assistance and support, please get in touch or book a consultation at your convenience.
Why Expat Wealth Management is Essential for French Expatriate Residents
The proximity of France to the UK often means expats misinterpret the complexity and contrasts between the two tax regimes. There are, however, many opportunities to reduce your tax exposure with full compliance between each respective jurisdiction. Specialist tax planning assistance can also dramatically reduce your obligations.
Tax residency in France may depend on a thorough evaluation of your circumstances, such as where your primary residence is located, the origin of your income through employment, business ownership or investment, and the proportion of the year you anticipate spending in France.
French residents, for tax purposes, can pay income taxes of up to 45%, plus additional higher income tax rates, social charges of up to 17.2%, and annual wealth taxes depending on their overall finances and the value of real estate assets.
Succession planning is also somewhat different from in the UK, with forced heirship laws that may dictate the relatives who are entitled to receive a proportion of your estate, and tax rates of up to 60% on some inheritances made to family members who fall into ‘non-relative’ categories within French inheritance tax legislation.
Understanding these statutes, how they apply to your estate, and deciding the best options to mitigate restrictions on estate planning or avoid heavy future tax penalties levied against your beneficiaries is important, with professional financial advisers able to explain all the possible opportunities.
France Office
Centre Les Grands Hommes
Place des Grands Hommes
Bordeaux
33000
France
T: +33 5 54 53 02 39
EMAILBook Adviser Call
Download Guides for UK Expats
View our range of complimentary download guides, created to support your UK expat lifestyle, wherever you live now or plan to in the future.
Expat Tax Guide - Italy
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This guide provides an overview of the Italian tax system, highlighting some of the most significant variances.
Expat Tax Guide - Belgium
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With a unique blend of geography, cultures, and an outstanding quality of living, Belgium remains one of the most appealing destinations for families, professionals, and retirees alike.
Expat Tax Guide - Cyprus
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Cyprus is a multi-faceted country, offering one of the finest climates in the Mediterranean as well as multiple employment opportunities, a safe and relaxed culture popular with families, and a peaceful way of life for retirees.
Expat Tax Guide - France
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France remains one of the most popular countries of choice, with UK nationals seeking to relocate or retire abroad.
Expat Tax Guide - Portugal
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Portugal offers many benefits to UK citizens looking for a new life experience, employment opportunities, warmer retirement climes or a new culture to enjoy.
Expat Tax Guide - Spain
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As more UK nationals look overseas for lucrative work opportunities and a relaxed retirement, Spain remains one of the most popular destinations. The scenery, climate, and pace of life are all compelling reasons to relocate.
Residency Guide - Cyprus
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Hundreds of thousands of British nationals enjoy life overseas, and it is essential to understand how your residency status will affect your tax liabilities over the long term.
Residency Guide - France
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From January 2021, the UK became an independent nation and is no longer part of the EU. British nationals living in France continue to cope with concerns amid much uncertainty about what the future will hold, with prospective expats unclear about what may have changed.
Residency Guide - Portugal
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While the UK has not been part of the EU since early 2021, many expats still feel a great deal of uncertainty about whether the prospect of relocating abroad remains viable and how their residency or tax position may change in the future.
Residency Guide - Spain
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For the millions of UK nationals living, working and studying in Spain, the UK’s departure from the EU in early 2021 gave rise to uncertainty and concern about how their position may change in terms of residency, taxation, and the right to relocate.
Irish Pension Transfers
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Retirement income and pensions are often among the most valuable assets we hold, they can dictate our future lifestyle, our comfort and our enjoyment throughout our retirement years.
International Pension Transfers
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Planning for retirement overseas can be such an exciting time with the opportunities to relax and travel the world, but for many people planning to spend their retirement abroad, understanding the rules and complexities of international pension transfers can be challenging.
Guide to Retiring in the EU
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With around half a million UK nationals retiring in the EU in the post-Brexit world, understanding the security of future pension income, taxation rates, and possibilities for cross border transfers is a crucial requirement.
Expats Guide to Brexit (Q4 2020)
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We have created our FREE downloadable guide – Expats Guide to Brexit – which explains what leaving the EU/EEA means for UK nationals in Europe along with all the essential information you need to know.
Education Fee Planning
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If you are considering different education options for yourself or your children, download our Guide to Private Education Planning to find out how you can manage your finances to ensure you get the education you want.
Health, Income & Life Protection
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While you accumulate your wealth, it's essential to ensure you properly protect it. Your health and life is vital to your earnings potential and the future of your family.
Investment Scams Guide
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In a world where financial fraud and investment scams are rife, every investor needs to understand the potential signs something is not as it should be.
Offshore Investment
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There are many financial benefits to being an expat and a whole host of offshore wealth management solutions that can help secure your financial well-being. Our guide below helps explore different options you could take in offshore investment.
Retirement Planning
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If you're thinking about your retirement plan, it's likely that you are considering whether a pension is the right thing to invest in.
SIPPs v QROPS
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SIPPs are personal pension wrappers that offer investors more freedom of choice than traditional personal pensions.
UK Lifetime Allowance Guide - 2023 Reforms
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Although the 2023 announcements around removing the LTA have been well-publicised, numerous other factors may still be unclear and advice is best sought. Download the latest LTA advice on how the 2023 Lifetime Allowance amendments may affect your retirement plan.
Expat Tax Guide - Malta
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Whether you’re planning your retirement on the beautiful Maltese islands, looking to purchase a property, invest, or relocate permanently to the Mediterranean coastline, protecting your wealth is important.
