Thinking of moving to Europe… or already living the expat life in France?
Welcome to Where Money Talks.
Le Tour de Finance brings together expats, advisers and finance professionals for relaxed, practical and interactive sessions on tax and financial planning in France. The event is designed for people who want to live well, feel secure and plan smartly while navigating French-resident tax regimes, Assurance Vie, pensions, investment markets and estate planning.
Two exceptional venues, two great days of connection
Over the course of our recent tour we gathered over 70 participants across two beautifully located events. Day one took place at Château Val Joanis near Pertuis (Vaucluse) — nestled in the Luberon region, a scenic estate of vines, olive trees and renowned terraced gardens.
Day two followed at Château de la Bégude in Valbonne on the Côte d’Azur, a 17th-century manor within a peaceful golf-estate setting between Valbonne and Opio.
The atmosphere throughout was warm and interactive: in both venues attendees were able to enjoy breakout conversations, mingle in the gardens, and engage in meaningful Q&A with the presenters. More than just formal lectures, the days offered an opportunity to ask real-life questions, share experience with fellow expats, and take away actionable next-steps in a friendly setting.
Speakers & professional insight
We were pleased to host a strong panel of trusted advisers and finance practitioners including representatives from The Pru, The Spectrum IFA Group, Currencies Direct, Brewin Dolphin and Novia Global. These experts guided discussions through key issues such as tax-efficiency for French-resident expats, UK/France pension interfaces, the role of Assurance Vie, foreign exchange and currency strategies, investment markets and legacy/estate planning. Having all these viewpoints in one place meant attendees could begin to build a rounded understanding – rather than piecemeal advice.
Living in France as an expat — why planning matters
Living abroad in France brings many rewards – lifestyle, weather, culture, international community, but also distinct financial and tax responsibilities. Becoming tax-resident in France triggers a range of rules on income, inheritance, assets and investments. Without careful planning, the complexity can lead to missed opportunities or unintended liabilities. Time and again during the event we heard how proactive planning with professionals makes the difference: understanding the French tax treaty framework, choosing the right investment wrapper (such as Assurance Vie), considering currency exposure, and aligning UK/France pensions and inheritance.
Equally important is the personal dimension: being able to relax, knowing your financial affairs are in order, and being part of a network of like-minded expats. That sense of community and shared experience was very evident across both days of Le Tour de Finance.
Thank you & next steps
A heartfelt thank-you to everyone who attended and to our presenters for their clarity and engagement. If you couldn’t join this round, keep an eye on our website for future events, and feel free to get in touch to explore how tailored advice might support your personal expat financial journey. Because when you’re living abroad, planning ahead matters – and getting the right help makes all the difference.
