Ask an accountant - look for someone with ICAI qualifications. Ask for a quote for finding an investment product. Don't whatever sign a letter of engagement before you know what there fees will be.
They will be knowledgeable about death duties - forward planning isn't a bad idea.
An IFA won't necessarily be up to speed, and solicitors often ask their accountants to check their calculations.
The legal 'stuff' as part of the ICAI means you have to know off the top of your head all sorts of numbers for company meetings. Lawyers get a much easier ride imho in not necessarily having to have tax info at their fingertips.
Nothing like being at a client and being asked about numbers needing to be present and votes etc for some obscure meeting buried deep in the Companies Act.
Cures constipation very quickly in my view. I hated company law with a vengeance and felt there should be a 2-way exchange.
Don't ever go to one of the big investment firms. We were told the cost of an investment report would be 250€.
It was. They 'forgot' to say it was their hourly rate. We were invoiced 1000€+VAT, as plugging in figures into a template with mail merge to produce our personnalised investissement report wasn't 4 hours work. He then drove his Audi xxx from Bordeaux to us to 'present' our report.
A well-formatted email would have done the job.
The firm was so good it was taken over by another and a question I asked in 2014 about which country non-property assets are in, is yet to receive an answer.
Bank accounts are up in the clouds somewhere. A house cannot be moved from one country to another, normally. Property is subject to inheritance laws and death duties where it sits.
Live in France, buy a burial plot in tbe UK and the French tax can't touch you for tax at rates up to 80% payable by non-blood relatives max allowance is 150k€ for children.
My uncle born in France has lived in the UK since the war. He told me he was moving back once I was there. From a mod cons bungalow to a damp wattle and daub farmhouse from 1762. A sheep pees on it and it falls down in a mud pile, like the one where he was born.
I asked him if he liked paying tax and how much his estate with my aunt would be worth. No tax in UK. 480,000€ in France.
He cackled at me as I suggested he stayed put. He'd no intentions of doing anything else. Just testing me. Bastard!