My Expatriation to Germany
1. When do you become a German tax resident?
As soon as you register at the town hall (Anmeldung), you are considered a German tax resident. This marks the transfer of your tax residency from France to Germany.
2. Do I need to inform the French tax authorities before leaving?
Yes. In your last tax declaration in France, you check the box “
3. What happens to my French taxes in the year of departure?
Your French income received before your departure remains taxable in France. Subsequently, your German income is taxable in Germany. The transition year can be complex — optimizing the departure schedule can significantly reduce the tax burden.
4. Can I still deduct my investments or donations made in France?
Yes, for the part of the year you were a French tax resident. However, once you settle in Germany, these provisions are no longer applicable.
5. Do I need to close my French bank accounts?
No, but you must declare them upon your arrival in Germany. Keep at least one French account for transfers, residual taxes, or investments.
6. What tax procedures should be completed upon arrival in Germany?
- Obtain your tax identification number (Steuer-ID)
- Determine your tax class (Steuerklasse)
- Check health insurance coverage (mandatory)
- Prepare your first tax declaration with the correct supporting documents
7. How to avoid double taxation?
The Franco-German tax treaty prevents paying twice for the same income. However, if incorrectly declared, it can lead to costly errors. Specialized support ensures a secure transition.
8. Should you transfer your life insurance or PEA?
No, but be aware: taxation changes. A French life insurance policy and a PEA become taxable in Germany upon withdrawal, unlike in France. A patrimonial assessment before departure helps decide what to keep, sell, or transfer.
9. How to prepare your tax situation before expatriating?
Anticipate your change of tax residency:
- Closure or adaptation of certain investments
- Verification of tax treaties
- Planning the arrival date
- Simulation of your future tax
10. Why consult an advisor before leaving?
Because the Franco-German tax border can cost several thousand euros without preparation. We help you plan your expatriation, optimize your tax, and structure your assets before and after your relocation.