Q: When planning succession, should I choose an assurance vie or a contrat de capitalisation and what tax allowances apply? A: For inheritance-tax efficiency, assurance vie can be the best option, but only for payments made...
A flexible savings wrapper with powerful estate-planning advantages What it is. The contrat de capitalisation is a long-term savings wrapper that mirrors the structure and tax treatment of an assurance vie, only the consequences in the event...
How an 82-year-old Brit used it for tax-efficient inheritance The situation. Brian*, an 82-year-old British retiree living in France, is divorced, has children and holds an S1, exempting him from French social charges. His income consists of £5,500 UK...
Why démembrement and the contrat de capitalisation can significantly reduce inheritance tax Once you reach 70 years old, planning ahead is essential in France and the way you structure your assets can determine how much your heirs ultimately...
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