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Estate planning is a straightforward process of protecting and preserving what you have earned and owned, so that you can best provide for your loved ones in your absence

We are of the opinion that it's a bit more than that. In our opinion, estate planning should be considered the foundation of your wealth, covering everything from inheritance tax planning to planning for a new country of residency.

To make the right decisions about estate planning in any country, one must have a certain level of financial and legal understanding. In the event that you are a citizen of one country and reside in another, or if your personal or business interests are divided between two countries, you will benefit from personalized guidance. You can count on our dual qualified advisors to assist you in your international planning, whether you’re a French national, tax resident in the UK or British expat living or planning to live in France.

When moving abroad, there are many important issues that need to be considered:

  • Your effective tax residency

  • Your income tax situation in your new country of residence

  • Your pension or retirement income

  • The investments you have already made

  • Your investments going forward

  • Wealth tax for French residency

  • Property ownership and inheritance planning

  • Other inheritance tax issues in your new country of residence

  • Life cover and other protections to be reviewed

brown and white wooden house near green trees during daytime
brown and white wooden house near green trees during daytime

We can assist you in making the most wise decisions on all of these matters and more. We will create a customized report for you after our initial discussion and analysis. The recommendations in this document will be specific and designed to aid you in achieving the personal objectives we have jointly identified.

We provide a comprehensive package of bespoke financial planning support that is tailored to your exact needs, from strategy to recommendation and implementation.

There are some surprisingly simple and effective solutions that can often make it easier to access your funds and lower or mitigate some of your tax obligations. Effective estate planning comes down to two things: understanding the intricacies of the law and the financial vehicles available; and an ability to really listen to your concerns and understand your objectives and ideal way of life. At THORNTON ENTERPRISES LIMITED, you can find both and get a personalized solution that is tailored to your situation and life goals.