Nov 27, 2025
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...
Nov 27, 2025
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...
Nov 27, 2025
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...
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Cookie settingsACCEPT Privacy & Cookies Policy
HELPLINE: