{"id":1819,"date":"2026-04-30T11:28:05","date_gmt":"2026-04-30T09:28:05","guid":{"rendered":"https:\/\/balmontconseil.com\/?p=1819"},"modified":"2026-08-28T09:51:00","modified_gmt":"2026-08-28T07:51:00","slug":"checklist-expatriation-patrimoniale-securisez-votre-depart","status":"publish","type":"post","link":"https:\/\/balmontconseil.com\/en\/blog\/checklist-expatriation-patrimoniale-securisez-votre-depart\/","title":{"rendered":"Expatriation checklist for wealth management: secure your departure"},"content":{"rendered":"<\/p>\n<hr>\n<blockquote>\n<p><strong>TL;DR:<\/strong><\/p>\n<ul>\n<li>Expatriation for financial reasons requires thorough tax, legal and estate planning.<\/li>\n<li>Prior restructuring and drafting of an international will are essential to secure the transfer.<\/li>\n<li>Personalized support from experts avoids costly mistakes related to international asset management.<\/li>\n<\/ul>\n<\/blockquote>\n<hr>\n<p>Moving abroad is much more than just relocating. For wealthy families and executives, a poorly planned expatriation can turn into a real tax and legal trap. An unsuitable assurance-vie policy, real estate held without strategic planning, a departure notified too late to the French authorities: each oversight can cost tens, or even hundreds, of thousands of euros. This structured checklist guides you through the essential steps to methodically organize your wealth relocation abroad, protect your assets, and anticipate the short- and long-term tax consequences. To make this transition a success, it is essential to <a href=\"https:\/\/balmontconseil.com\/en\/blog\/cession-exil-guide\/\">preparing your company for expatriation<\/a> by assessing the international tax and legal implications. A thorough analysis of tax treaties between the countries involved can also help optimize the company&#039;s financial situation. Furthermore, proper preparation ensures that you can benefit from the advantages of expatriation while minimizing the associated risks.<\/p>\n<h2 id=\"points-cles\" tabindex=\"-1\">Key Points<\/h2>\n<table>\n<thead>\n<tr>\n<th>Point<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Essential wealth audit<\/td>\n<td>Before any expatriation, carry out a complete tax and asset audit to avoid irreversible mistakes.<\/td>\n<\/tr>\n<tr>\n<td>Structure and declarations<\/td>\n<td>Preparing tax returns and structuring the legal arrangements before departure are crucial to minimizing tax risks.<\/td>\n<\/tr>\n<tr>\n<td>Managing real estate intelligently<\/td>\n<td>Deciding to sell, rent or keep your assets should be part of a broader and personalized strategy.<\/td>\n<\/tr>\n<tr>\n<td>Protection and transmission<\/td>\n<td>Draft an international will and choose the applicable law to ensure a smooth transfer of assets.<\/td>\n<\/tr>\n<tr>\n<td>Expert guidance recommended<\/td>\n<td>Surrounding yourself with specialized professionals allows you to optimize your wealth expatriation and anticipate every scenario.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"determiner-vos-criteres-personnels-et-patrimoniaux-avant-le-depart\" tabindex=\"-1\">Determine your personal and financial criteria before departure<\/h2>\n<p>Having grasped the benefits of a structured approach, the first step is to clarify your criteria and objectives. This initial phase is often overlooked in favor of logistical concerns, which is a major strategic error. Before even considering selling an apartment or opening a bank account in Dubai or Singapore, you must develop a precise and comprehensive overview of your current financial situation.<\/p>\n<h3 id=\"recenser-lintegralite-de-vos-actifs\" tabindex=\"-1\">List all of your assets<\/h3>\n<p>The first task is to create a comprehensive list of all your assets. This includes:<\/p>\n<ul>\n<li><strong>Real estate<\/strong> : main residence, secondary residences, rental properties in France and abroad, SCPI (Soci\u00e9t\u00e9s Civiles de Placement Immobilier) shares<\/li>\n<li><strong>Financial investments<\/strong> Securities accounts, equity savings plans (PEA), regulated savings accounts, crypto-assets<\/li>\n<li><strong>Assurance-vie contracts<\/strong> including their tax history, designated beneficiaries, and any potential reversion clause<\/li>\n<li><strong>Shares in companies<\/strong> : shares in a family holding company, shares in a SAS, interests in a foreign company<\/li>\n<li><strong>Receivables and debts<\/strong> : outstanding loans, guarantees, receivables from third parties<\/li>\n<\/ul>\n<p>This census allows for a precise assessment of tax exposure in France at the time of departure, but also for the identification of assets likely to be subject to exit tax. Indeed, the <a href=\"https:\/\/balmontconseil.com\/en\/blog\/gestion-patrimoine-international-guide-expatries\/\">investments subject to exit tax<\/a> concern social rights and securities representing more than 50% of a company&#039;s profits, or whose total value exceeds 800,000 euros.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/csuxjmfbwmkxiegfpljm.supabase.co\/storage\/v1\/object\/public\/blog-images\/organization-21227\/1777197901572_Woman-listing-assets-at-home-desk.jpeg\" alt=\"Une femme fait l\u2019inventaire de ses biens, install\u00e9e \u00e0 son bureau \u00e0 la maison.\"><\/p>\n<h3 id=\"evaluer-la-fiscalite-des-deux-pays-concernes\" tabindex=\"-1\">Evaluate the tax systems of the two countries concerned<\/h3>\n<p>The next step is to analyze the tax treaty between France and your host country, or its absence. This analysis will determine your entire wealth management strategy. Which country has the right to tax your rental income? Your dividends? Your capital gains? The answers vary considerably depending on whether you are moving to Switzerland, the United Arab Emirates, the United Kingdom, or Southeast Asia.<\/p>\n<p>A <a href=\"https:\/\/expatexpress.fr\/checklist-expatriation-les-20-demarches-a-faire-avant-de-quitter-la-france\/\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">rigorous expatriation checklist<\/a> systematically includes: tax and asset audit, consultation with a specialist tax advisor, property management (decision to sell or rent), opening of local bank accounts, taking out insurance adapted to the host country, consular registration and obtaining a local tax identification number, not forgetting to notify the French authorities of departure.<\/p>\n<h3 id=\"fixer-vos-priorites-patrimoniales\" tabindex=\"-1\">Set your wealth priorities<\/h3>\n<p>Every expatriate profile is different. An entrepreneur who sells their company before leaving has radically different priorities than a senior executive seconded by their employer. Among the most frequent objectives:<\/p>\n<ul>\n<li><strong>Security<\/strong> : to protect accumulated capital against legal and tax risks<\/li>\n<li><strong>Tax optimization<\/strong> : reduce the overall tax burden by taking advantage of international conventions<\/li>\n<li><strong>Transmission<\/strong> Preparing for succession in an international context, which is often more complex than under domestic law<\/li>\n<li><strong>Future Mobility<\/strong> : to retain the flexibility to move to a third country or return to France without being subject to double taxation<\/li>\n<\/ul>\n<p><strong>Pro tip:<\/strong> Consult a tax expert specializing in international mobility at least six months before your actual departure. Many wealth restructuring operations, such as contributing securities to a holding company, can only be carried out as a French tax resident. Once you leave, this window closes.<\/p>\n<h2 id=\"auditer-structurer-et-declarer-son-patrimoine-les-etapes-incontournables\" tabindex=\"-1\">Auditing, structuring and declaring your assets: the essential steps<\/h2>\n<p>Once you have defined your objectives, you need to move on to a concrete assessment and prepare the administrative aspects of your expatriation. This phase is the most technically demanding. It requires precise coordination between a wealth management advisor, a tax lawyer, and, depending on the circumstances, a notary.<\/p>\n<h3 id=\"les-cinq-etapes-dun-audit-patrimonial-complet\" tabindex=\"-1\">The five steps of a complete wealth audit<\/h3>\n<ol>\n<li><strong>Asset and liability mapping<\/strong> : valuation of each asset, identification of taxable unrealized capital gains, assessment of potential exit tax entitlements<\/li>\n<li><strong>Analysis of future cash flows<\/strong> : projection of expected income from abroad (rent, dividends, interest), simulation of applicable taxation in each country<\/li>\n<li><strong>Inheritance diagnosis<\/strong> : analysis of the matrimonial property regime, identification of potential heirs, assessment of the compatibility of French law with that of the host country<\/li>\n<li><strong>Review of existing contracts<\/strong> Assurance-vie, capitalization contracts, asset management mandates, and personal protection plans<\/li>\n<li><strong>Identifying the operations to be carried out before departure<\/strong> : contribution to a holding company, partial sale of securities, rebalancing of assurance-vie investments<\/li>\n<\/ol>\n<p>THE <a href=\"https:\/\/balmontconseil.com\/en\/blog\/optimisation-fiscale-expatries-familles-fortunees-2026\/\">Tax optimization strategies for expatriates<\/a> systematically recommend restructuring before departure: contributing securities to a holding company allows the taxable capital gain to be deferred, while the partial sale of securities before departure can erase part of the capital gain under certain contractual conditions.<\/p>\n<h3 id=\"les-operations-de-structuration-a-anticiper\" tabindex=\"-1\">Structuring operations to anticipate<\/h3>\n<p>Among the most effective pre-departure actions are:<\/p>\n<ul>\n<li><strong>Contribution to a holding company<\/strong> Transferring shares to a holding company allows you to defer taxation of unrealized capital gains and manage future sales within a more favorable tax framework.<\/li>\n<li><strong>The partial transfer of securities<\/strong> Selling some of the shares while still a French tax resident can reduce the taxable base.\u2019<a href=\"https:\/\/balmontconseil.com\/en\/expatries-mobilite-internationale\/structuration-internationale\/calcul-et-strategie-dexit-tax\/\">exit tax<\/a><\/li>\n<li><strong>Arbitrations in assurance-vie<\/strong> French assurance-vie benefits from &quot;portable taxation,&quot; meaning that its advantageous tax treatment regarding inheritance and redemption follows the insured even abroad, under certain conditions.<\/li>\n<\/ul>\n<p>A <a href=\"https:\/\/www.victorisavocat.com\/blog\/guide-davocat-sur-lexpatriation-fiscalite-des-expatries-et-aspects-juridiques-pour-entrepreneurs-et-cadres\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">legal guide on tax expatriation<\/a> specifies that it is also necessary to choose the law applicable to one&#039;s estate, to draw up an international will and to declare foreign accounts via form 3916 to the French tax authorities.<\/p>\n<h3 id=\"declarations-et-formalites-administratives\" tabindex=\"-1\">Declarations and administrative formalities<\/h3>\n<table>\n<thead>\n<tr>\n<th>Approach<\/th>\n<th>Recommended timeframe<\/th>\n<th>Relevant authority<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Reporting the departure to the tax authorities<\/td>\n<td>Before departure<\/td>\n<td>Directorate of Public Finances<\/td>\n<\/tr>\n<tr>\n<td>Filing of form 2042 (final tax return)<\/td>\n<td>Year following departure<\/td>\n<td>DGFiP<\/td>\n<\/tr>\n<tr>\n<td>Declaration of foreign accounts (form 3916)<\/td>\n<td>During each declaration<\/td>\n<td>DGFiP<\/td>\n<\/tr>\n<tr>\n<td>Removal from Social Security<\/td>\n<td>Before or at the start<\/td>\n<td>CPAM<\/td>\n<\/tr>\n<tr>\n<td>Registration with the Register of French Nationals Abroad<\/td>\n<td>Upon arrival<\/td>\n<td>French Consulate<\/td>\n<\/tr>\n<tr>\n<td>Declaration to the Pension Fund<\/td>\n<td>Before departure<\/td>\n<td>Fund concerned<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Pro tip:<\/strong> There <a href=\"https:\/\/balmontconseil.com\/en\/blog\/gestion-immobiliere-pour-expatries-securiser-13me-patrimoine\/\">property management abroad<\/a> This often involves specific reporting obligations, particularly if you receive rental income from French sources while living abroad. In this case, you remain taxable in France on this income, according to rules different from those applicable to residents.<\/p>\n<h2 id=\"gerer-limmobilier-et-les-actifs-financiers-pour-une-transition-fluide\" tabindex=\"-1\">Managing real estate and financial assets for a smooth transition<\/h2>\n<p>With your tax returns up to date, the next step is to plan the management and structure of your assets, leaving nothing to chance. Real estate often represents the largest asset of wealthy French families. If poorly managed during an expatriation, it can become a source of considerable tax and administrative complications.<\/p>\n<h3 id=\"vendre-conserver-ou-mettre-en-location-les-criteres-de-decision\" tabindex=\"-1\">Selling, keeping, or renting: the decision criteria<\/h3>\n<p>The decision to sell your primary residence before leaving or to keep it deserves careful consideration. By selling before leaving, you benefit from the total capital gains tax exemption on your primary residence that applies to French tax residents. This window of opportunity closes as soon as you cease to be a tax resident in France.<\/p>\n<p>Here is a comparison table of the main options:<\/p>\n<table>\n<thead>\n<tr>\n<th>Option<\/th>\n<th>Benefits<\/th>\n<th>Disadvantages<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Sale before departure<\/strong><\/td>\n<td>Capital gains tax exemption on primary residence; immediate liquidity<\/td>\n<td>No goods available upon return; sometimes unfavorable market<\/td>\n<\/tr>\n<tr>\n<td><strong>Bare rental<\/strong><\/td>\n<td>Regular income; preservation of the property<\/td>\n<td>Rental taxation for non-residents (minimum 20 %); remote management<\/td>\n<\/tr>\n<tr>\n<td><strong>Furnished rental (LMNP)<\/strong><\/td>\n<td>Depreciation possible; potentially more favorable tax treatment<\/td>\n<td>Enhanced reporting requirements; complex operational management<\/td>\n<\/tr>\n<tr>\n<td><strong>Conservation without rental<\/strong><\/td>\n<td>Property available for returns; no rental taxes<\/td>\n<td>Fixed costs without revenue; asset vacancy<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>As highlighted in the comprehensive expatriation checklist, managing real estate (selling or renting), opening a local account and taking out appropriate insurance are among the priority steps to anticipate before leaving France.<\/p>\n<h3 id=\"gerer-ses-actifs-financiers-depuis-letranger\" tabindex=\"-1\">Managing your financial assets from abroad<\/h3>\n<p>Opening a local bank account is a practical necessity in your host country. However, it also creates reporting obligations in France. Any account opened abroad must be reported to the French tax authorities, even if you are no longer a resident, as long as you have tax ties to France.<\/p>\n<p>Here are the key points to consider regarding your financial assets:<\/p>\n<ul>\n<li><strong>The PEA (Equity Savings Plan)<\/strong> It can be retained during expatriation, but no new contributions are possible after the loss of tax residence in France. Withdrawals from abroad may have tax consequences in the host country.<\/li>\n<li><strong>Capital transfers<\/strong> Significant capital flows abroad can trigger reporting requirements and customs controls. A customs declaration is mandatory for amounts exceeding \u20ac10,000 in cash.<\/li>\n<li><strong>Dividends and interest from French sources<\/strong> They remain taxable in France according to the provisions of the applicable tax treaty, generally through withholding at source.<\/li>\n<\/ul>\n<p>For <a href=\"https:\/\/balmontconseil.com\/en\/blog\/gestion-de-risques-patrimoniaux-internationaux-reussir\/\">managing international asset risks<\/a>, It is essential to plan your insurance coverage in advance. Health insurance, legal protection, and home insurance policies should be reviewed or replaced with local equivalents or suitable international contracts. This review determines not only your day-to-day protection but also the compliance of certain savings contracts.<\/p>\n<p>L&#039;\u2019<a href=\"https:\/\/balmontconseil.com\/en\/expatries-mobilite-internationale\/expatriation-patrimoniale\/\">wealth expatriation<\/a> This often involves juggling multiple countries, currencies, and legal systems simultaneously. Professional coordination between advisors in each country involved is strongly recommended to avoid tax blind spots.<\/p>\n<h2 id=\"proteger-et-transmettre-son-patrimoine-dans-un-contexte-international\" tabindex=\"-1\">Protecting and passing on one&#039;s wealth in an international context<\/h2>\n<p>Beyond asset management, protecting and preparing for international inheritance must be planned without delay. This is often the most underestimated aspect for expatriates, who focus on day-to-day tax matters and postpone inheritance issues. This mistake can have very serious consequences for heirs.<\/p>\n<h3 id=\"rediger-un-testament-international\" tabindex=\"-1\">Drafting an international will<\/h3>\n<p>A will drawn up in France, according to French law, may be completely unsuitable or even unenforceable in the deceased&#039;s country of residence. An international will, governed by the 1973 Washington Convention, offers easier recognition in signatory countries. It must be drawn up in the presence of two witnesses and a notary.<\/p>\n<p>Here are the concrete actions to plan for your estate protection:<\/p>\n<ul>\n<li><strong>Write or update your will<\/strong> by adapting it to your international situation<\/li>\n<li><strong>Choosing the law applicable to your estate<\/strong> The European regulation on succession (known as the Rome IV Regulation) allows a European citizen to choose the law of their nationality to govern their estate, which can offer significant advantages depending on your family composition and assets.<\/li>\n<li><strong>Update the beneficiary clauses<\/strong> of your assurance-vie contracts, which constitute a tool for transferring assets outside of inheritance, subject to compliance with residency requirements and tax treaties.<\/li>\n<li><strong>Anticipating inheritance taxes<\/strong> in the host country, which can be very high (some US states or Asian countries apply confiscatory rates)<\/li>\n<li><strong>Review your matrimonial property regime<\/strong> if necessary, particularly in the case of a mixed marriage or moving to a country with a radically different civil law<\/li>\n<\/ul>\n<p>To strengthen the <a href=\"https:\/\/balmontconseil.com\/en\/blog\/optimisation-fiscale-expatries-securiser-patrimoine\/\">asset security for your expatriate family<\/a>, International structures such as trusts in Anglo-Saxon jurisdictions, foundations in some European countries or Luxembourg patrimonial holdings offer effective protection and transmission solutions.<\/p>\n<h3 id=\"les-risques-lies-a-un-retour-non-anticipe\" tabindex=\"-1\">The risks associated with an unanticipated return<\/h3>\n<blockquote>\n<p>\u201cFailure to comply with the payment deferral periods granted under the exit tax makes the entire deferred tax immediately payable, without any possibility of spreading it out.\u201d<\/p>\n<\/blockquote>\n<p>This often overlooked reality perfectly illustrates why the timing is just as crucial as the technical aspects. The exit tax system provides for an automatic deferral of payment for departures to countries within the European Union or the European Economic Area, and a conditional deferral for other destinations. If the securities are sold before the end of the deferral period, or if certain reporting requirements are not met, the tax becomes immediately due.<\/p>\n<p>A legal expert&#039;s guide on expatriation reminds us that drafting an international will and choosing the applicable law are fundamental optimizations that every wealthy expatriate should undertake before leaving. These two steps are essential for ensuring the legal security of the inheritance for future generations.<\/p>\n<p>The question of a possible return to France should also be considered from the outset. If you return within five years without having sold your shares, the exit tax may be waived. However, if you return after a sale, the tax consequences can be substantial. Planning for this scenario, even if it seems unlikely at the time of departure, demonstrates sound financial management.<\/p>\n<h2 id=\"notre-perspective-sur-lexpatriation-patrimoniale-reussir-au-dela-de-la-checklist\" tabindex=\"-1\">Our perspective on wealth relocation abroad: succeeding beyond the checklist<\/h2>\n<p>To conclude these various steps, let&#039;s take a moment to reflect and share an experienced perspective on these processes. At Balmont Conseil, we have been advising families and business leaders on international wealth management matters for many years. This experience has instilled in us a strong conviction: standardized checklists, however comprehensive, can never replace a personalized audit.<\/p>\n<p>What we regularly observe is that the most costly mistakes do not stem from a lack of information. They stem from the incorrect application of general rules to specific situations. A senior executive moving to Singapore with a stake in a French SME has absolutely nothing in common with a retiree settling there. <a href=\"https:\/\/balmontconseil.com\/en\/blog\/fiscalite-residents-non-habituels-portugal-2026\/\">in Portugal<\/a>, even if both \u201cgo abroad with an inheritance\u201d.<\/p>\n<p>Another common blind spot concerns unforeseen future events: an inheritance received from abroad, a change in marital property regime following a local marriage, or an early return to France due to a career or family relocation. These events profoundly alter the financial equation and must be integrated into the strategy from the outset.<\/p>\n<p>Our conviction: the true success of a wealth-based expatriation lies in personalisation and duration. <a href=\"https:\/\/balmontconseil.com\/en\/expatries-mobilite-internationale\/structuration-internationale\/\">Structuring your assets internationally<\/a> This is not a one-off event but an ongoing process that evolves with your personal and family circumstances, as well as the legislative changes in the countries involved. Expert guidance, regularly updated, is infinitely more valuable than a checklist consulted only once before departure. A personalized approach not only optimizes your wealth management but also helps prevent... <a href=\"https:\/\/balmontconseil.com\/en\/blog\/erreurs-frequentes-en-gestion-patrimoniale\/\">Mistakes to avoid in wealth management<\/a> which could be costly in the long run. By paying attention to economic changes and new legislation, you ensure your strategy remains relevant and effective. This way, every decision you make is part of a comprehensive and evolving vision of your assets. Particular attention to <a href=\"https:\/\/balmontconseil.com\/en\/blog\/apport-cession-a-holding-et-expatriation\/\">tax optimization abroad<\/a> It can also strengthen your financial position while remaining compliant with applicable laws. By integrating this dimension into your wealth management strategy, you can maximize your resources while minimizing risks. This proactive approach will not only allow you to secure your assets but also to grow them sustainably, taking into account the specificities of each jurisdiction.<\/p>\n<h2 id=\"beneficiez-dun-accompagnement-patrimonial-de-haut-niveau-pour-votre-expatriation\" tabindex=\"-1\">Benefit from high-level wealth management support for your expatriation.<\/h2>\n<p>Finally, to ensure that nothing is left to chance and to secure your wealth relocation projects abroad, here is how Balmont Conseil can assist you.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/csuxjmfbwmkxiegfpljm.supabase.co\/storage\/v1\/object\/public\/blog-images\/organization-21227\/1773675020033_balmontconseil.jpg\" alt=\"https:\/\/balmontconseil.com\"><\/p>\n<p>Balmont Conseil is a wealth management consulting firm specializing in complex expatriation situations for high-net-worth families, executives, and entrepreneurs operating in France, Switzerland, the United Kingdom, the United Arab Emirates, and Asia. Our approach integrates all aspects of wealth management: <a href=\"https:\/\/balmontconseil.com\/en\/ingenierie-patrimoniale\/\">wealth engineering<\/a>, Tax and legal structuring, asset management, and wealth transfer. We use artificial intelligence tools to refine our analyses and guarantee a truly tailor-made strategy, with complete banking transparency. To achieve your <a href=\"https:\/\/balmontconseil.com\/en\/ingenierie-patrimoniale\/audit-patrimonial-global\/\">asset audit<\/a> To personalize and benefit from an international structure tailored to your profile, contact our teams today.<\/p>\n<h2 id=\"questions-frequentes-sur-la-checklist-dexpatriation-patrimoniale\" tabindex=\"-1\">Frequently asked questions about the wealth relocation checklist<\/h2>\n<h3 id=\"quels-sont-les-documents-essentiels-a-fournir-pour-une-expatriation-patrimoniale-reussie\" tabindex=\"-1\">What are the essential documents to provide for a successful wealth relocation abroad?<\/h3>\n<p>A complete asset audit, recent tax certificates, proof of real estate ownership and declarations of foreign accounts via form 3916 constitute the essential basic documents to prepare before any expatriation procedure.<\/p>\n<h3 id=\"quels-sont-les-risques-de-ne-pas-signaler-son-depart-fiscalement\" tabindex=\"-1\">What are the risks of not reporting one&#039;s departure for tax purposes?<\/h3>\n<p>Failure to report one&#039;s tax departure to the French authorities can lead to a situation of double taxation and significant penalties for non-declaration of accounts held abroad, which can reach 1,500 euros per account and per undeclared year.<\/p>\n<h3 id=\"peut-on-annuler-lexit-tax-en-cas-de-retour-en-france\" tabindex=\"-1\">Can the exit tax be cancelled if one returns to France?<\/h3>\n<p>Yes, under certain specific conditions: returning to France before the sale of the securities and within a period of less than two or five years depending on the date of departure allows the exit tax to be cancelled and the tax initially calculated to be refunded.<\/p>\n<h3 id=\"faut-il-obligatoirement-rediger-un-testament-international-quand-on-sexpatrie\" tabindex=\"-1\">Is it mandatory to draw up an international will when moving abroad?<\/h3>\n<p>It is not a legal obligation, but an international will tailored to your situation greatly facilitates the management of the estate in several countries and reduces the risk of legal conflicts between heirs subject to different national laws.<\/p>\n<h2 id=\"recommandation\" tabindex=\"-1\">Recommendation<\/h2>\n<ul>\n<li><a href=\"https:\/\/balmontconseil.com\/en\/expatries-mobilite-internationale\/structuration-internationale\/depart-etranger\/\">Moving abroad \u2013 Balmont Advice<\/a><\/li>\n<li><a href=\"https:\/\/balmontconseil.com\/en\/expatries-mobilite-internationale\/expatriation-patrimoniale\/\">Wealth relocation abroad \u2013 Balmont Conseil<\/a><\/li>\n<li><a href=\"https:\/\/balmontconseil.com\/en\/blog\/le-guide-de-la-gestion-de-patrimoine-pour-expatries-en-7-etapes-cles\/\">The 7-Step Guide to Wealth Management for Expats \u2013 Balmont Conseil<\/a><\/li>\n<li><a href=\"https:\/\/balmontconseil.com\/en\/expatries-mobilite-internationale\/structuration-internationale\/retraite-internationale\/\">Wealth management for expatriate retirees: securing and optimizing their &quot;Indian summer&quot; abroad \u2013 Balmont Conseil<\/a><\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>Discover our wealth management checklist for expatriation to secure your departure abroad. Protect your assets and avoid tax pitfalls!<\/p>","protected":false},"author":5,"featured_media":1820,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[9],"tags":[],"class_list":["post-1819","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-patrimoine"],"acf":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/balmontconseil.com\/wp-content\/uploads\/2026\/04\/image_1777464021207.jpg","_links":{"self":[{"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/posts\/1819","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/comments?post=1819"}],"version-history":[{"count":3,"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/posts\/1819\/revisions"}],"predecessor-version":[{"id":2971,"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/posts\/1819\/revisions\/2971"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/media\/1820"}],"wp:attachment":[{"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/media?parent=1819"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/categories?post=1819"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/balmontconseil.com\/en\/wp-json\/wp\/v2\/tags?post=1819"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}