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Organizing to limit inheritance tax


Organizing to limit inheritance tax

December 2025

As the owner of a large real estate portfolio, a reader of Le Particulier magazine wants to plan for her retirement and estate. With no heirs, she wants to make the right decisions to pass on her assets while limiting inheritance tax.

Sandrine LAMERAND, Notaire at Althémis in Lyon, advises her and recommends that she:

  • sell real estate before the age of 70
  • take out and pay into life insurance policies
  • make bequests to plan for her estate

This article is only available in French.


Notary

Sandrine LAMERAND - Althémis Lyon

Sandrine LAMERAND

Lyon

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