International Inheritance
Franco-Swiss inheritance, Monaco, Mauritius, Senegal: our analysis of applicable law, forced heirship, matrimonial regimes and international inheritance tax.
Taxation of Franco-Mauritian Gifts and Inheritances
Wealth-related matters between France and Mauritius are common, particularly in the context of expatriation, real estate investment, or estate planning. However, the tax framework for gifts and inheritances is often poorly understood. In the absence of a specific tax treaty…
Franco-Senegalese estate planning: securing the civil and tax aspects
This Avacor webinar is devoted to Franco-Senegalese estate planning, a topic that is still poorly documented but essential for families with wealth interests between France and Senegal. The analysis is conducted through a practical case study and is intended for…
Gifts and Inheritance Between France and Switzerland: Understanding and Anticipating the Risks of Double Taxation
Wealth transfers involving France and Switzerland constitute a sensitive area. In the absence of a bilateral convention on gifts and inheritance, certain situations may lead to extremely high levels of taxation, sometimes exceeding the actual value of the assets transferred.…
Inheritance in Monaco: Applicable Law, Forced Heirship, Surviving Spouse, and International Taxation
Inheritance in Monaco is an essential subject for families and entrepreneurs with international assets. The Principality attracts residents with strong family and economic ties to France and Italy, as well as financial hubs like Switzerland. In this context, transferring assets…
French-Swiss Successions for French Residents: Legal and Tax Aspects
Managing a French-Swiss succession represents a major challenge for families residing in France while holding assets in Switzerland. The diversity of applicable rules regarding marital property regimes, international succession law, and inheritance taxation requires a rigorous and forward-looking approach. This…
Franco-Swiss Inheritance: Securing Matrimonial Regimes, Inheritance Law, and Taxation
Inheritance cases involving France and Switzerland raise complex issues of private international law, civil law, and wealth taxation. When a couple resides in Switzerland while holding real estate assets and financial assets on both sides of the border, estate settlement…
Franco-Swiss Estates: Understanding and Anticipating Double Taxation Risks
Avacore Wealth Planning contributed to the chapter on Franco-Swiss aspects of the Practical Guide to Estates (Swiss law), edited by Pierre Novello. This reference work provides an in-depth analysis of the civil and tax issues specific to international estates, particularly…