Matrimonial regimes in Estate planning

by Matthew Cameron

The implications on a married couple’s estate of different matrimonial regimes in France are often not well understood by British nationals. When couples marry in France – as in other jurisdictions around the world – they can choose what matrimonial rules apply to their estate.  This can affect what will happen to their assets on death.

There are different types of regime, grouped mainly into ‘separation of assets’ and ‘community of assets’ regimes. As the name may suggest, in a ‘separation of assets’ regime, each spouse will be deemed to have their own share, capable of passing independently on their death. In a ‘community’ regime, neither party will be treated as having a specific share: rather it is the marriage itself that owns all of the couple’s assets.

Everyone married under English law is subject to the same matrimonial regime, which is a ‘separation of assets’ regime. While the concept of pre-nuptial agreements (‘pre-nups’) may be increasingly recognised in England and Wales, these tend to establish how a couple’s estate would be split on an eventual divorce rather than on death.

There are different forms of community regime, including ‘Universal Community’, or ‘Community limited to assets acquired since marriage’. This latter form is the default in France.

Applying a Community regime can be a good way of planning one’s estate, especially when adding a declaration that everything passes to the survivor.  There are limitations on this, that we will review in a later article.

Information provided by The Franco British Network is for guidance and does not constitute legal, professional or commercial advice. While every care has been taken to ensure that the information is useful and accurate, The Franco British Network gives no guarantees, undertakings or warranties in this regard, and does not accept any legal liability or responsibility for the content or accuracy of the information so provided, or, for any loss or damage caused arising directly or indirectly in connection with reliance on the use of such information.

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