This case study explains why aligning legal structure with inheritance goals is essential. The situation. British retirees Peter (77) and Denise (69)*, live in France and share one assurance vie policy. Their goal is to pass their wealth on to their two...
Q: What is a donation au dernier vivant and do you also need to have a will? A: A donation au dernier vivant (donation to the surviving spouse) is not a will, but it does enhance the surviving spouse’s inheritance rights. It is a...
DTB Wealth Management’s new online will and legal document drafting service The lowdown. This estate planning service offers bespoke solutions for your specific needs, backed by the CJA (Compétence Juridique Appropriée) accreditation. It covers: ...
A Strategy for Spousal Protection and Inheritance Security The situation. Ralph and Susan* are a married British couple living in France and are French tax residents. They own a property in Paris, each holding a 50% share. As they married in the UK, their...
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...
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