Planning the transmission while protecting your spouse – French tax residents
August 18, 2022
To protect each other while planning to pass their wealth to their children ultimately, married couples often look at subscribing a joint-life policy with termination at second death. This type of subscription requires that property invested is joint property. In France, the property of the assets and their qualification as joint property depends on the […]
More
1,000 lives, OneLife – Case study #6
August 3, 2022
Meeting Begoña and Alejandro Alejandro and Begoña, who have been married for twenty years, left Spain for Mexico 10 years ago. Alejandro, an engineer specialised in the petroleum sector, was asked by a Spanish company to supervise the operations of several refineries of its Mexican subsidiary. Begoña followed her husband. Their two children, Maria and […]
More
1,000 lives, OneLife – Case study #5
July 20, 2022
Meeting Birgit and Arne Birgit and Arne Nielsen are married under the separation of property regime and currently live in the city of Aarhus, where Birgit runs a school. Arne is an investment consultant for several family offices and private banks. He divides his time between the family home in Aarhus and the cities of […]
More