Succession Planning

Best Practice | 5 Dec 17

Providing financial advice to a family running a business is complex, according to a Europe-wide study that highlighted challenges around growing a business and managing its wealth across generations.

Asia | 24 Nov 17

Asia’s wealthy cross border families are largely unprepared to transfer wealth to the next generation according to research.

Europe | 10 Mar 17

While there are many benefits to living in France, estate planning is not one of them, explains Jason Porter, director of European IFA firm Blevins Franks. After taking a look at succession tax last week, this week he breaks down succession laws that are complex, and which many feel are unfair.

Best Practice | 3 Mar 17

Estate planning in France is made far more challenging by ‘forced heirship’ succession law and inheritance tax rates of up to 60%, explains Jason Porter, director of European IFA firm Blevins Franks. The regime is particularly daunting for complex family situations.

Best Practice | 21 Nov 16

The fictional Warrington family is forced to deal with dividing the estate of patriarch Eric, inheritance tax, and an unexpected claim against the estate in the latest case study from Edward Stone, partner at Irwin Mitchell Private Wealth.