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Cross-border financial planning for expatriates in France

Do you live in France but have assets in the UK? Cross-border tax and estate planning for two countries is complex but there are solutions.

How to make things easier for your family and heirs

With a Power of Attorney, updated wills and tax planning in place, you can make things easier for your family, before and after your death.

‘Brussels IV’ and Portugal: How to ensure your legacy goes to the right place

Expatriates can override Portuguese forced heirship rules and ensure their estate goes to chosen heirs by applying ‘Brussels IV’ in their will.

Beat uncertainty by taking control of your finances

When it comes to tax, pensions, investments and estate planning, there are things you can control to your benefit, whatever happens around us.

Planning for the long-term in a post-Brexit world

As Brexit approaches, see how you can plan to protect your wealth, maximise your pensions and legacy, and prepare as best you can for the future.

Protect your family from French succession tax

If you live in France you need to understand the complex succession tax rules and review your estate planning to reduce tax for your heirs.

Does your estate planning in Portugal provide control and certainty?

Expatriates in Portugal can take steps to ensure the right money passes to the right hands at the right time in the most tax-efficient way.

Do you know where you are domiciled? Are you sure?

Many British expatriates remain UK-domiciled without realising it, leaving their estate exposed to UK inheritance tax rates of 40%.

New Year financial planning for France

Regular financial reviews ensure your tax, wealth management, estate planning and pension arrangements are suitable for your life in France.

Review your finances for the new year

New year is a good time to check your tax, savings, pension and estate planning are on track to meet your family’s needs in 2018 and beyond.

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