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    Tag Archives for: "Overseas assets"
     The impact of exchange rates when administering estates

    The impact of exchange rates when administering estates

    October 24, 2019

    It’s increasingly likely that when administering estates there will be a foreign element to consider. This is due in part to an increase in private clients owning assets in foreign jurisdictions, [...]

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       French Social Surcharges: Your clients may be entitled to further refunds

      French Social Surcharges: Your clients may be entitled to further refunds

      February 5, 2019

      We thought that the issue of the application of the French prélèvements sociaux on investment income and capital gains was over. However, both recent French case law and French legislation have [...]

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         Mitigating risks when dealing with US listed shares

        Mitigating risks when dealing with US listed shares

        May 24, 2018

        The last five to ten years have seen an increase in our clients coming to us for specialist support because they are faced with dealing with an asset within an estate that is held outside of the [...]

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           Why Spanish property owners need Spanish Wills

          Why Spanish property owners need Spanish Wills

          October 10, 2017

          For owners of Spanish properties, the importance of making a Spanish Will is paramount. In general terms, a correctly executed Spanish Will ensures certainty, speed and economy in the event of [...]

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             Letting a French property

            Letting a French property

            March 10, 2016

            Many people are not aware that even if the rent is taxable in the UK, country of their residence, it is also taxable in France, country of the location of the property. If there is a tax [...]

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               Selling a Spanish Property Out of Probate

              Selling a Spanish Property Out of Probate

              October 2, 2015

              In many cases- whether spouse to spouse inheritance, or passing down the family line- beneficiaries wish quickly to sell inherited Spanish properties. In order to complete a Spanish property [...]

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                 Trusts: How are they taxed in France?

                Trusts: How are they taxed in France?

                July 9, 2015

                2011 saw a significant turning point in French tax law, which has impacted on a great number of unsuspecting people. The additional French Budget legislation of 29 July 2011 created a specific [...]

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                   Ten steps if you want to avoid Legal Problems with Spanish Property Transactions

                  Ten steps if you want to avoid Legal Problems with Spanish Property Transactions

                  March 31, 2015

                  The news headlines about the Spanish property market have switched to recovery mode - with sales on the increase profits are to be made. The prominence given by the Press during the recessionary [...]

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                     Sale of French properties:  Franco-British Capital Gains Tax considerations

                    Sale of French properties:  Franco-British Capital Gains Tax considerations

                    February 2, 2015

                    With sources reporting at least 200,000 secondary residencies owned by British nationals in France, about 400,000 British citizens living permanently in France and a similar amount of French [...]

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                       Protecting shareholders or their estate representatives from liability & fraud

                      Protecting shareholders or their estate representatives from liability & fraud

                      January 23, 2015

                      Medallion signature guarantees are unique to the transfer of securities in the US and Canada. If you are administering an estate with shares listed in North America, the chances are you will need [...]

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