Estate Planning

At its simplest, estate planning is about protecting and preserving what you’ve earned and owned, to best provide for your loved ones in your absence. We think it’s a bit more than that. We think you should see estate planning as the cornerstone of your wealth, from inheritance tax planning to planning a change of country of residence.

It takes a certain level of financial and legal understanding to make the right decisions around estate planning in any one country. If you are a citizen of one country and live in another, or if your personal or business interests are split across two countries, you’ll benefit from specialised guidance. Our dually qualified advisors will assist you in your international planning, whether you’re a French national, tax resident in the UK or British expat living or planning to live in France.

Relocating abroad brings a raft of important issues which you’ll want to consider:

  • Your effective tax residency
  • Your income tax situation in your new country of residence
  • Your pension or retirement income
  • Your existing investments
  • Your investments going forward
  • Wealth tax for French residency
  • Property ownership and inheritance planning
  • Other inheritance tax issues in your new country of residence
  • Life cover and other protections to be reviewed

We can help you make the most prudent decisions on all these issues and more. After our initial discussion and analysis, we’ll prepare a bespoke report, for you. It will contain specific recommendations designed to help you achieve the personal objectives we have identified together.

From strategy to recommendation and implementation, we offer a comprehensive package of bespoke financial planning support, tailored precisely to your needs.

There are some surprisingly simple and effective solutions, which can often ease access to your funds and reduce or even mitigate some of your tax liabilities. Effective estate planning comes down to two things: understanding the intricacies of the law and the financial vehicles available; and an ability to really listen to your concerns and understand your objectives and ideal way of life. You’ll find both at Altyx, and come away with a unique, personalised solution shaped around your situation and life goals.

Get in touch today on + 44 (0)207 439 8509 to plan a more prosperous future for you and your family.