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: ...
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...
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...
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...
Q: Are assets bequeathed to associations or foundations recognised as being in the public interest exempt from inheritance tax in France? A: Yes, bequests made to associations or foundations recognised as being in the public interest are exempt from inheritance...
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