The Robinsons’ UK Pension Transfer and Estate Planning

The Robinsons’ UK Pension Transfer and Estate Planning

Why you shouldn’t leave success strategies to chance The situation. Mr Robinson* is a French national, entrepreneur and global citizen. He has lived and worked in Australia, America, Canada and the UK, where he built up a £1,000,000 SIPP while running a business....
Why Brussels IV May Not Protect Your Estate

Why Brussels IV May Not Protect Your Estate

Brits in France relying on “professio juris” risk tax surprises – here’s how to plan better. Many British people in France still believe they can use “professio juris” – the right to apply English law to their estate – to avoid France’s forced heirship rules. However,...
How to reduce risk if transferring your UK pension to France

How to reduce risk if transferring your UK pension to France

Daniel Butcher, founder of DTB Wealth Management, reviews ways to minimise tax and risk if moving your UK pension across to France. Moving your UK pension to France and into a Luxembourg or Ireland-based assurance vie (AV) offers tax efficiency, investment flexibility...
5 Ways to Reduce Risk When Transferring Your UK Pension

5 Ways to Reduce Risk When Transferring Your UK Pension

What every expat should know before moving from a SIPP to ISIPP and then to an assurance vie. The opportunity. Transferring your UK pension into an International SIPP (ISIPP), then into a Luxembourg or Ireland-based assurance vie, can offer tax...