{"id":3866,"date":"2026-10-01T17:31:26","date_gmt":"2026-10-01T15:31:26","guid":{"rendered":"https:\/\/balmontconseil.com\/expatries-mobilite-internationale\/destinations\/europe\/"},"modified":"2026-10-09T11:47:11","modified_gmt":"2026-10-09T09:47:11","slug":"europe","status":"publish","type":"page","link":"https:\/\/balmontconseil.com\/en\/expatries-mobilite-internationale\/destinations\/europe\/","title":{"rendered":"Wealth management in Europe"},"content":{"rendered":"

\u201cAlexis, I'm torn between Lisbon, Brussels and Geneva. Tax-wise, Europe is the same everywhere, isn't it?\u201d<\/p><\/blockquote>\n\n\n\n

No. Living in Europe simplifies two things: exit tax, automatically suspended within the Union, and social charges on your French income, reduced to 7.5% if you are affiliated to the country's social security. But on passing on wealth, Europe is a patchwork: of the fourteen destinations in this comparison, only six<\/strong> have a treaty with France that governs inheritance.<\/p>\n\n\n\n

And two received ideas fall: Switzerland no longer has an estate tax treaty<\/strong> since 1st January 2015, and Portugal has never had one for individuals.<\/p>\n\n\n\n

At Balmont Conseil<\/strong>, we start from this verified framework, country by country, before discussing investments.<\/p>\n\n\n\n

1. What applies across Europe<\/h2>\n\n\n\n

Four observations that change the choice of destination.<\/p>\n\n\n\n