British married expats living in France face particular challenges when it comes to inheritance – and we have a plan to help you overcome them. The facts. French law automatically views a married couple’s assets separately under the séparation de...
How to optimise your estate to support children and charity The situation. Harmony*, a 72-year-old French tax resident, wanted to leave a significant part of her estate to a UK charity. However, French inheritance law enforces forced heirship (réserve...
Q: Can a child inherit €100,000 tax-free from their parents and receive €152,500 from an assurance vie contract without triggering taxes? A: Yes, a child can benefit from two separate allowances, the two do not overlap: Inheritance allowance. Under...
A one-year ethical investment with significant tax savings Girardin Industriel is a French tax-efficient scheme designed to boost economic growth in France’s overseas territories (DOM-TOM). By investing in industrial equipment for local businesses,...
Today’s case study looks at why you should liquidate UK ISAs before moving to France. The situation. Simon and Katie*, a British couple in their fifties, are planning to retire in France. They have significant savings in UK Individual Savings Accounts (ISAs):...
Q: Are assets bequeathed to associations or foundations recognised as being in the public interest exempt from inheritance tax in France? A: Yes, bequests made to associations or foundations recognised as being in the public interest are exempt from inheritance...
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