Tax / Inheritance Law Meeting – 10h30 Thursday 17th February

Recently there have been significant changes to the rules that govern the tax and inheritance laws between France/EU and the UK.

These changes could affect some of our membership so we thought it would be useful to organise a presentation of the changes as has been done in the past.

Rupert Holderness, General Manager of Blevins Franks France (www.blevinsfranks.com), has kindly accepted to bring us up to date on the changes. Blevins Franks France are specialists providing tax advice and financial planning to expatriates living in France.

Rupert has proposed to cover three current “burning” topics, which are:

  1. French inheritance rules and validity of a will nominating UK law.
  2. Can British “S1” holders still claim back part of “social taxes”?
  3. New laws restricting the transfer of pension funds out of the UK.

If you have any other topics that you would like to discuss, please let us know in advance.

Rupert has also kindly proposed to hold the meeting at his offices near Bordeaux at:

1 rue Pablo Neruda, 33882 Villenave D’Ornon (Tel : +33 533090333)

The meeting will take place on Thursday 17th of February 2022, for a maximum of thirty people but if there are more, we will have a second meeting on Friday 18th 2022 in order to accommodate everyone.

We will meet up at 10:30am for an 11am start and a one-hour presentation with questions during and at the end. The meeting will be followed by an “aperitif déjeunatoire,” also an ideal moment to ask more questions.

If you would like to participate, would you be kind enough to confirm your presence as soon as possible by email to the organiser at : eventorgib@bordeauxbritish.com

As always, our events will comply with the current Covid regulations which at present stipulate that participants must be fully vaccinated or can provide a negative PCR/Antigen test taken within 24 hours.

If the Covid regulations change in between time and we are obliged to cancel the event, it will be rescheduled at a later date once the regulations permit us to do so.

Ian Birss