UK/ French tax and estate planning

Our services

Estate Planning for UK & French Nationals

We help you create wills and / or structures that govern your assets in both the UK and France, ensuring that your wishes are respected across borders. Our team advises on the best ways to structure your estate to:

• minimise UK and French tax liabilities; and
• avoid the impact of French forced heirship provisions, where possible

Tax Residency Advice

Understanding your tax residency status is crucial for both UK and French tax purposes. We can guide you through the complexities of:

• the UK Statutory Residence Test
• the UK/French Double Tax Treaty 

Helping you make informed decisions about your tax obligations in both countries.

UK Trust Restructuring for French Residents

In some instances, it is sensible and helpful to use a trust as a part of your estate planning. In other circumstances, a trust is not sensible. We can advise on trusts to ensure that they are administered effectively and efficiently from both a UK and French perspective.

UK Tax Treatment of French Assets

We provide expert advice on the UK tax implications of various French assets, including:

• usufructs – guidance for nu-propriétaires (bare owners) and usufruitiers (life tenants) on donations, partage, or the sale of any asset held within this structure;
• French property holding companies (SCIs, and others) – advising on the UK tax implication of these structures, and any UK tax consequences that might arise for UK directors / shareholders of these companies;
• assurances vie – navigating the complexities of French life assurance contracts and the tax implications for UK resident owners and beneficiaries of these policies; and
• any other French assets – tailored advice on any other specific assets located in France

Tax Strategies for UK Investors in France, or French investors in the UK

For UK nationals looking to invest in French property or assets, or vice versa we provide strategies to mitigate tax exposure. Whether you’re purchasing property or acquiring other types of assets in France, we can help you navigate the tax landscape efficiently.

Cross-Border Estate Administration 

Managing a cross-border estate requires careful planning and knowledge of both UK and French law. We assist with the administration of estates involving assets in both jurisdictions, preparing the necessary documents and attestation for use by French notaires.

Why choose us?

Our team includes French nationals and experts with in-depth knowledge of French law, ensuring that we provide accurate and practical solutions tailored to your needs. With our reputation in UK-French tax and estate planning, we are confident in our ability to help you navigate these often complex matters with ease.