Cross-border inheritance and tax risks for long-term UK residents The situation. Mr Smith* was born in France and lived in the UK for 30 years. Now planning to move back to France, he contacted us for advice on how UK and French tax rules will affect his finances...
Higher CSG on capital income will push flat tax rates up in 2026, says Daniel Butcher of DTB Wealth Management France has adopted the Social Security Financing Bill (PLFSS) for 2026, which increases the CSG (Contribution Sociale Généralisée) rate on capital income...
Démembrement and the contrat de capitalisation can significantly reduce inheritance tax, says Daniel Butcher of DTB Wealth Management Once you reach 70 in France, the way assets are structured determines how much heirs ultimately receive. One of the most effective...
Layering savings and investments strategically around your life’s needs can overcome inheritance concerns and result in financial freedom, says Daniel Butcher There are plenty of savings and investment options available in France. Some are short-term and safe, others...
Q: What are the French Marital Regimes? A: If you’re married or planning to marry in France, it’s important to understand how your assets are treated. French law offers four main marital regimes each with very different financial outcomes. Communauté...
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