How to Build a Surprise-free Succession Strategy

How to Build a Surprise-free Succession Strategy

Why professio juris alone no longer protects your estate The situation. Mr Webb* is a British national living in France with his wife, Charlotte. They are married under the séparation de biens regime and do not have children together. Mr Webb,...
The Hidden Risk Britons Face in Their Wills

The Hidden Risk Britons Face in Their Wills

Why French law, not Brussels IV, is the key to optimal estate planning  The problem. Many British people in France still rely on professio juris – the right to apply English law to their estate – to avoid France’s forced heirship rules. The problem...
Don’t let this new law in France ruin your inheritance plans

Don’t let this new law in France ruin your inheritance plans

Your succession planning could be impacted by new rules recently introduced in France, but with expert knowledge of all ‘legal tools’ and smart Assurance Vie solutions, DTB Wealth Management can help you avoid the pitfalls. A new law in France “La Loi n° 2021-1109 du...
Towards a reform of France’s inheritance and gift taxation?

Towards a reform of France’s inheritance and gift taxation?

Published on the 12th of November 2019 by Daniel Butcher, estate planning attorney at DTB Wealth Management, associate Partner of VIA La Plateforme Patrimonial. Proposed law aims, in particular, to modify inheritance tax rates and the amounts of tax deductions to...