Do you understand the inheritance rules in the country in which you live?

We will explain the rules and plan a way forward to give you and your family peace of mind

If you are looking for a way to protect your assets and inheritance – effective estate planning is essential.

We can help you to secure your family’s future by ensuring that your assets are managed in accordance with your wishes.

Estate Planning

Inheritance tax and beneficiary rules differ from country to country and unfortunately, some expats have found themselves financially disadvantaged following the death of a loved one.

Beacon Global Wealth Management has been providing estate planning advice to expats for over 15 years. We have the expertise in French, Spanish and Portuguese estate planning regulations and we can help you make the right choices to safeguard your family.

Many European countries have succession laws which use forced heirship to disburse your assets. This means that your spouse and children automatically receive a share of your estate – regardless of your wishes. This can cause additional problems in the event of a second marriage or civil partnership.

As a UK national, you can choose to have your estate subject to British inheritance laws and we can help you to set this up correctly.

Inheritance planning for expats

Inheritance tax and other levies that are paid from your estate will normally be determined by where you lived.

As a starting point, UK law is based on the value of your estate (subject to certain allowances).

In France, it’s based on the amount an individual receives by way of an inheritance and the more closely the beneficiary is related to you, the bigger the tax allowance they’ll receive.

In France, children also inherit before spouses.

How we can help

Estate plans typically cover:

  • Will writing
  • Guardianship issues
  • Inheritance tax mitigation

Leaving a legacy

To be as tax efficient as possible and to leave the legacy you want, you will need careful estate planning.

We’ll help you understand your existing position and what you need to do to leave the legacy you planned.

Meet the Team

David Vacani

David Vacani

Principal

David has worked in the Financial Services sector since 1987 running large investment portfolios & looking after high net worth clients.

david@bgwealthmanagement.net

Tel: 0044 333 241 6966

Jennie Poate

Jennie Poate

Independent Financial Advisor

Jennie has been providing specialist advice to ex-pats for over 9 years. She is currently also undertaking her UK chartered diploma & lives in France.

jennie@bgwealthmanagement.net

+33 634 119 518

+44 333 241 6966

skype: JenniePoate

Paul Flintham

Paul Flintham

Independent Financial Advisor

Paul has been advising people who live overseas since 1997 & has a huge range of experience. An expat himself, he has a thorough understanding of the challenges of living abroad

paul@bgwealthmanagement.net

+33 624 962 751

+33 546 065 190

Skype: pflintham

Jane Inkster

Jane Inkster

Administrator

Jane is the hub of all things administration for Beacon and has been with the company almost since inception. Based in our UK office in Guildford she heads up a team of office based staff whose responsibility is to make sure clients’ policies are kept running smoothly and assisting all of the consultants. With an IT background she has vast experience in European financial services.

enquiries@bgwealthmanagement.net

Tel: 0044 333 241 6966

Edyta Slys

Edyta Slys

Administrator

Edyta, who is bilingual has joined our UK admin team recently.

She has worked in financial services prior to joining Beacon and acts in a supporting role to the consultants, and being the link between clients and administration ensuring policies are run smoothly.

enquiries@bgwealthmanagement.net

Tel: 0044 333 241 6966

“Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance isn’t as hard as you might think.”

Suze Orman

To arrange your FREE initial consultation please complete the contact form below and one of our financial experts will get back to you.

Contact Us

The financial advisers trading under Beacon Wealth Management are members of Nexus Global (IFA Network). Nexus Global is a division within Blacktower Financial Management (International) Limited (BFMI). All approved individual members of Nexus Global are Appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission and bound by their rules under licence number FSC00805B.