Inheritance & Succession

What is Assurance Vie and What are the Tax Benefits?

What is Assurance Vie and What are the Tax Benefits?

Ask most people, and wherever they happen to live, at a given time, they will probably say that they value tax efficiency and effective estate planning – and rightly so. If you have recently moved from one part of the world to another – for example, from the UK to...

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Protecting Your Family From French Inheritance Tax

Protecting Your Family From French Inheritance Tax

While it can be immensely rewarding to retire to and live in France, it will also be necessary for you to familiarise yourself with the country’s highly complicated rules in relation to tax. There is, of course, a long list of financial, legal, and practical matters...

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What is Assurance Vie and What are the Tax Benefits?

Assurance Vie, C’est la Vie! Should You Be Worried?

This month the editor of Connexion sent me an article they had come across, in the mainstream French press, about assurance vie and asked me what I thought. Given that many people living in France have an assurance vie, including expatriates, we agreed it as an...

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