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 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 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.
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.
We take the anxiety out of your finances and help you enjoy life overseas. We take time to understand what you want or need. Then we provide you with specialist financial advice about your pensions, tax planning, investments and inheritance planning.
We’ll make sure you fully understand your new financial position and make the right choices.
Meaning you can look forward to the future you’ve dreamt of, with confidence.
We take the anxiety out of your finances and help you enjoy life overseas. We take time to understand what you want or need. Then we provide you with specialist financial advice about your pensions, tax planning, investments and inheritance planning.
We’ll make sure you fully understand your new financial position and make the right choices.
Meaning you can look forward to the future you’ve dreamt of, with confidence.
“My wife and I recently moved to France. We knew we needed to look carefully at our finances as our tax residency had changed … To be able to talk to someone who understands both French and UK investment requirements has made it possible for us to be completely confident that our savings and investments will be looked after properly.”
“My wife and I recently moved to France. We knew we needed to look carefully at our finances as our tax residency had changed … To be able to talk to someone who understands both French and UK investment requirements has made it possible for us to be completely confident that our savings and investments will be looked after properly.”
Before you engage us, we’ll get to know you to make sure we’re a good fit. Then we’ll send you an interim letter setting out your situation and what you want or need to achieve.
Once you’re happy that we’re right for you, we’ll provide our recommendations and implement them for you. But there’s never any pressure from us to proceed – that’s just not our style.
We’ll keep an eye on your investments and finances for you to make sure you stay on track, and we’ll provide you with regular statements and an annual review.
Before you engage us, we’ll get to know you to make sure we’re a good fit. Then we’ll send you an interim letter setting out your situation and what you want or need to achieve.
Once you’re happy that we’re right for you, we’ll provide our recommendations and implement them for you. But there’s never any pressure from us to proceed – that’s just not our style.
We’ll keep an eye on your investments and finances for you to make sure you stay on track, and we’ll provide you with regular statements and an annual review.
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.
Simply complete the form below and we’ll get back to you
The financial advisers trading under Beacon Global Wealth Management are members of Nexus Global (IFA network). Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number 03647
