Guides to French tax and cross-border wealth planning

These guides organise the documents, questions and deadlines that arise in common cross-border situations. They are designed to support preparation before professional advice is taken.

The guides set out the documents to gather, the people to contact and the questions to ask. Use them to prepare your next steps, whether you are planning a move or are already living in France. The related articles explain the rules in more detail.

French tax for new residents Documents and declarations to prepare for your first French tax year.Cross-border succession planning in France: practical tools The role of the notaire, family arrangements and the documents needed to prepare a cross-border succession.

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The group’s other websites

Private Equity Valley Private equity and unlisted fund selection SCPI Valley SCPI (property fund) selection and analysis Éthique & Patrimoine Wealth advice and responsible investment

Also worth reading: the White paper — Private Equity 2026 published by Private Equity Valley — Unlisted assets: selection, risks, access.

Written by Stéphane Molère, President of Éthique et Patrimoine — page last reviewed on 2026-09-15 — reference date for the rules: 2026-09-07.