Inheritance & Succession

For many expats in France, assurance vie is the backbone of financial planning. It is flexible, tax-efficient, and widely recommended as the best way to pass on wealth. But in recent months, we have seen an increasing number of cases where heirs are left frustrated,...

There has been much confusion concerning the UK’s new residence-based system for inheritance tax (IHT). The concept of "domicile" will no longer determine IHT liability on worldwide assets. Instead, liability will depend on an individual’s UK residency status,...

To say that succession planning can be a complex subject for UK nationals living in France would be an understatement. French inheritance law can be particularly confusing for UK nationals living in France, due to its strict system of forced heirship. The inheritance...

Protecting our family and those we love and care about is crucial to financial planning, so succession planning is vital… especially when moving to or living in France. However, those moving from the UK to France will need to take this subject particularly seriously,...

If you are a UK national who lives in France, perhaps even owning one or more properties in the latter country, you may have understandably found it challenging to comprehend the intricacies of French inheritance law. While the inheritance laws in France can certainly...

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...

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...

February is often associated with Valentine’s day, a romantic time of the year for couples, so this month I decided to explore the holy grail of romantics, that is to say, marriage. As in all aspects of life, the differences between the UK and France are numerous!...

I always remember someone saying to me “I love France, but I have never spoken about dying quite so much as I do since I got here!” I knew just what they meant; inheritance and succession law in France is complicated and so often wings its way into conversation in...

At this time of year we might be reflective on what we hold most dear, our family and loved ones and, especially, our spouses; their significance to you made all the more potent by the current pandemic and the narrower circle of people with whom we can get physically...