How to optimise your estate to support children and charity The situation. Harmony*, a 72-year-old French tax resident, wanted to leave a significant part of her estate to a UK charity. However, French inheritance law enforces forced heirship (réserve...
UK home sales require expat tax compliance. House rules. For France-based British expats selling a UK property, adhering to capital gains tax obligations is key for compliance and avoiding penalties. Tax facts. Under the France-UK Double Taxation Agreement...
Q: Can a child inherit €100,000 tax-free from their parents and receive €152,500 from an assurance vie contract without triggering taxes? A: Yes, a child can benefit from two separate allowances, the two do not overlap: Inheritance allowance. Under...
A unique tax-efficient investment opportunity in French Guiana We’ve partnered with OSEOM FINANCE on “OFINVEST2025-AGRICOLE”, financing plantations and livestock in French Guiana while investors reap big tax benefits. Sustainable growth. It involves a...
This case study explains why declaring is always the answer. The situation. Jane*, a British citizen who recently relocated to France, did not inform the French tax authorities (DGFIP) about her UK pension accounts, including a SIPP (Self-Invested Personal...
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