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...
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...
Why acting before November could save thousands The UK’s next Budget is expected to land on 26 November 2025 and it may reshape how pensions, ISAs and inheritances are taxed. This means there could be serious consequences for anyone holding UK assets while...
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...
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...
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