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Legal support for individuals in donations and inheritance matters in France
Our law firm provides legal support to German-speaking individuals in all matters relating to donations and inheritance in France. Whether you are an heir, a beneficiary, or planning the transfer of your assets, we help you navigate the complexities of French legal and tax requirements.
Even if the deceased or donor resided abroad, a tax declaration in France may be required when an heir or beneficiary lives there. Likewise, the transfer of real estate located in France entails specific administrative and fiscal procedures, even if all parties have their tax residence outside France.
We advise you on asset transfer strategies tailored to your specific situation and can carry out accurate simulations to calculate donation or inheritance tax.
With our Franco-German expertise, we handle all administrative and tax formalities, ensuring a smooth, legally secure, and fully transparent asset transfer process in France.
Gifts and successions in France
We provide comprehensive consulting services on French law concerning gifts or successions in France, both with regard to the applicable law in cross-border matters and possible tax optimisation. We can provide consulting services in German or French.
Gift and Inheritance Services in France
- Taking full advantage of the inheritance and gift tax allowances in France and Germany
- Tax optimisation through gifts inter vivos
- Creation of family businesses in France
- Consulting in international inheritance cases: Review of the application of German, Austrian, Swiss and French inheritance law and corresponding double taxation agreements (DTAs)
- Drafting wills and testaments to take into consideration applicable law, relevant double taxation agreements (DTAs) and the location of the assets
- Handling of inheritance cases in France or with a French connection; representation in inheritance disputes in France
- Consulting and representation concerning estate properties in France
- Submitting compulsory declarations to the French (tax) authorities in the event of a gift or inheritance
Your contact partners in French gift and inheritance law
Did you know that in France…
- the inheritance and gift tax in France can be very high (up to 60% of taxable assets)? In addition, gifts or inheritances in France must be declared in France whenever they involve property located on French territory, even if the individual concerned is not resident in France.
- all gifts and inheritances in France must be declared to the French tax administration and as a rule generate tax liabilities towards the French state? The authorities in France may impose heavy fines for the delayed submission of declarations.
- France has favourable tax arrangements for the free transfer of businesses (Pacte Dutreil)? The aim of the so-called Pacte Dutreil under French law is to reduce the tax burden on free transfers by French companies.
Our German-French Team for Gift and Inheritance Law