What do French tax law changes mean for expats?
More generous opportunities on offer due to the pandemic
Succession Planning
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What counts as cross-border succession?
Issues around definitions and residence could muddle things up
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Simplybiz unveils buy-out scheme for advisers
As it hires a former Sanlam chief executive to run the programme
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International law firm sets up shop in Singapore
Office will help ‘build meaningful relationships with clients and intermediaries’
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UK advisory firm rolls out buyout programme
Designed for advisers looking to retire and avoid a mass asset migration for their clients
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Legacy planning still an issue for middle-aged Americans
Survey finds nine in 10 Americans said they are open to discussing end-of-life preferences
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What will Brexit mean for legacy planning?
The pitfalls advisers need to avoid when it comes to cross-border succession planning in a post-Brexit world
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High net worth family planning using trusts
In this real-life case study, a high net worth family of mixed ethnicity faces complex issues around succession planning, inheritance tax and forced heirship.
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How to advise a family business
Providing financial advice to a family running a business is complex, according to a Europe-wide study that highlighted challenges around growing a business and managing its wealth across generations.
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Majority of Asia’s rich overlooking succession planning
Asia’s wealthy cross border families are largely unprepared to transfer wealth to the next generation according to research.
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How French succession law works
While there are many benefits to living in France, estate planning is not one of them, explains Jason Porter, director of European IFA firm Blevins Franks. After taking a look at succession tax last week, this week he breaks down succession laws that are complex, and which many feel are unfair.
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Understanding estate planning in France
Estate planning in France is made far more challenging by ‘forced heirship’ succession law and inheritance tax rates of up to 60%, explains Jason Porter, director of European IFA firm Blevins Franks. The regime is particularly daunting for complex family situations.