France v. Luxembourg for your assurance-vie plan

People looking at a move to France must review their tax and estate planning and update investment strategy for the new circumstances. 

They will find France offers an invaluable financial planning vehicle which enables them to combine tax planning and investments, at the same time as providing succession planning advantages – assurance-vie.

Assurance-vie life assurance bonds are a popular and effective savings vehicle in France, used by many French nationals to save considerable tax. They are also successfully used by expatriates for tax and succession planning.

There are different types of assurance-vie available; they can be based in various jurisdictions and both the type of product and jurisdiction can make a difference to the advantages they offer. So be careful when selecting which bond to use.

For example, some of the tax advantages are only available to European Economic Area policies, so bonds based in the Channel Islands and Isle of Man do not benefit. UK bonds may lose out too after Brexit; we shall have to wait and ...

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