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Estate planning for France. How will succession tax affect your family?

Estate planning in France is complex and succession taxes can be high. Understand how heirs are affected and take steps to protect them.

What you should know about succession tax in the Balearics

Britons living in Mallorca and Menorca need to understand local succession rules to ensure their legacy goes to the right hands at the right time.

UK inheritance tax reforms

The residential nil rate band means you can pass more wealth to your family tax-free. It started on 6th April but the domicile reforms were put on hold.

Various UK reforms on hold, including domicile changes

Changes to UK’s domicile rules due to start on 6th April 2017, which could affect inheritance tax planning, are on hold till after the elections.

Will your family benefit from the new UK inheritance tax threshold?

The new main home residential nil rate band for inheritance tax starts in April 2017. Will your family receive a £1 million tax free allowance?

Retiring in the Balearics? Make sure your money lasts as long as you do

Taking the right steps now can help you stretch your retirement income to afford the lifestyle you want in Mallorca or Menorca for as long as you need.

Inheriting pensions in France

A recent case study from one of our Partners in France highlights how important it is for British expatriates to receive pensions advice specifically tailored for their circumstances in France.

How does French succession law impact your family?

France imposes forced heirship, so you cannot freely divide your estate as you wish. You can now use Brussels IV to opt for UK law to apply instead, but this may have unexpected consequences.

Five things you should know about estate planning in Portugal

If you live in Portugal or have Portuguese assets, make sure your estate planning is in order. A good start is getting to know the key features of the Portuguese system and how they might affect you.

Your last will and testament (France)

France imposes forced heirship, so you cannot use your will to leave assets freely. However under Brussels IV you can opt for UK succession law to apply to your estate.

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