A unique inheritance planning solution for expats in France.
What it is. DTB Wealth Management offers tailored legal and tax guidance for Britons in France who want to safeguard their families and property from costly inheritance pitfalls.
The details. Our cross-border service is designed to protect your spouse, children and estate through:
- Tailored wills. Drafting clear and compliant documents that reflect both UK and French rules.
- Inheritance optimisation. Strategic use of assurance vie to secure assets, protect beneficiaries and reduce disputes.
- Cross-border expertise. Guidance from qualified jurists and tax specialists who ensure your estate plan works across two systems.
Why it matters. French inheritance law can be complex, especially for remarried families or blended households. Without planning, surviving spouses can face losing their home or children can be left unprotected. DTB Wealth Management delivers watertight solutions that anticipate issues and keep families secure.

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