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Key figures for estate taxation


Keep to hand the essential figures for wealth management in France, divided into 4 chapters : (1) estate transfer  by gift or succession (fiscal valuation of usufruct and bare-ownership, taxation of donations and inheritances, taxation of life insurance contracts on the death of the policy holder), (2) tax on income (scale of exceptional contributions on higher incomes, income taxation, dividends, interest, capital decreases, capital gains on transfers of assets, capital gains on real estate, redemptions on life insurance contracts), (3) transfer of estate by sale (registration fees due on the sale of buildings and transfers of company shares) and (4) property wealth tax (triggering threshold, reporting obligations, reduction for donations, tax scale, ceiling).

This practical guide is only available in French.

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