{"id":2363,"date":"2022-02-21T11:58:14","date_gmt":"2022-02-21T11:58:14","guid":{"rendered":"https:\/\/rouzade.com\/?p=2363"},"modified":"2024-05-06T11:34:55","modified_gmt":"2024-05-06T09:34:55","slug":"kak-peredat-nasledstvo-vo-francii","status":"publish","type":"post","link":"https:\/\/rouzade.com\/en\/kak-peredat-nasledstvo-vo-francii\/","title":{"rendered":"How to transfer an inheritance in France"},"content":{"rendered":"<p>Last week, on February 17, I conducted a second joint live broadcast with Maitre Olga De Weck, a lawyer at the Paris Chamber of Lawyers.<\/p>\n<p>The broadcast took place on my profile<a href=\"https:\/\/www.instagram.com\/pampeya\/\">\u00a0Instagram<\/a>, topic of the meeting: <strong>How to transfer an inheritance correctly so as not to ruin the heirs - continued.<\/strong><\/p>\n<p>This was our second broadcast on the topic of inheritance, since we did not have time to answer all the questions at our first meeting in December.<\/p>\n<p>So, on our first broadcast we discussed the following questions:<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Content<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #000000;color:#000000\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewbox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #000000;color:#000000\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewbox=\"0 0 24 24\" version=\"1.2\" baseprofile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/rouzade.com\/en\/kak-peredat-nasledstvo-vo-francii\/#%d0%9a%d1%82%d0%be_%d0%b8%d0%bc%d0%b5%d0%b5%d1%82_%d0%bf%d1%80%d0%b0%d0%b2%d0%be_%d0%bd%d0%b0_%d0%bd%d0%b0%d1%81%d0%bb%d0%b5%d0%b4%d1%81%d1%82%d0%b2%d0%be_%d0%b2%d0%be_%d0%a4%d1%80%d0%b0%d0%bd%d1%86%d0%b8%d0%b8\" >Who has the right to inheritance in France?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/rouzade.com\/en\/kak-peredat-nasledstvo-vo-francii\/#%d0%9a%d0%b0%d0%ba_%d0%b2%d1%81%d1%82%d1%83%d0%bf%d0%b8%d1%82%d1%8c_%d0%b2_%d0%bf%d1%80%d0%b0%d0%b2%d0%b0_%d0%bd%d0%b0_%d0%bd%d0%b0%d1%81%d0%bb%d0%b5%d0%b4%d1%81%d1%82%d0%b2%d0%be\" >How to enter into inheritance rights?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/rouzade.com\/en\/kak-peredat-nasledstvo-vo-francii\/#%d0%97%d0%b0%d0%bf%d0%b8%d1%81%d1%8c_%d0%bf%d0%b5%d1%80%d0%b2%d0%be%d0%b3%d0%be_%d1%8d%d1%84%d0%b8%d1%80%d0%b0\" >Recording of the first broadcast<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/rouzade.com\/en\/kak-peredat-nasledstvo-vo-francii\/#%d0%9e%d1%82%d0%b2%d0%b5%d1%82%d1%8b_%d0%bd%d0%b0_%d0%b2%d0%be%d0%bf%d1%80%d0%be%d1%81%d1%8b\" >Answers on questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/rouzade.com\/en\/kak-peredat-nasledstvo-vo-francii\/#%d0%91%d1%80%d0%b0%d1%87%d0%bd%d1%8b%d0%b5_%d0%ba%d0%be%d0%bd%d1%82%d1%80%d0%b0%d0%ba%d1%82%d1%8b\" >Marriage contracts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/rouzade.com\/en\/kak-peredat-nasledstvo-vo-francii\/#%d0%9a%d1%82%d0%be_%d0%bf%d0%bb%d0%b0%d1%82%d0%b8%d1%82_%d0%bd%d0%b0%d0%bb%d0%be%d0%b3_%d0%bd%d0%b0_%d0%bd%d0%b0%d1%81%d0%bb%d0%b5%d0%b4%d1%81%d1%82%d0%b2%d0%be_%d0%b2%d0%be_%d0%a4%d1%80%d0%b0%d0%bd%d1%86%d0%b8%d0%b8\" >Who pays inheritance tax in France<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/rouzade.com\/en\/kak-peredat-nasledstvo-vo-francii\/#%d0%9a%d0%b0%d0%ba_%d1%83%d0%bc%d0%b5%d0%bd%d1%8c%d1%88%d0%b8%d1%82%d1%8c_%d0%bd%d0%b0%d0%bb%d0%be%d0%b3_%d0%bd%d0%b0_%d0%bd%d0%b0%d1%81%d0%bb%d0%b5%d0%b4%d1%81%d1%82%d0%b2%d0%be\" >How to reduce inheritance tax<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/rouzade.com\/en\/kak-peredat-nasledstvo-vo-francii\/#%d0%9f%d0%be%d0%b4%d1%80%d0%be%d0%b1%d0%bd%d0%be%d1%81%d1%82%d0%b8_%d1%81%d0%bc%d0%be%d1%82%d1%80%d0%b8%d1%82%d0%b5_%d0%b2_%d0%b7%d0%b0%d0%bf%d0%b8%d1%81%d0%b8_%d0%b2%d1%82%d0%be%d1%80%d0%be%d0%b3%d0%be_%d1%8d%d1%84%d0%b8%d1%80%d0%b0\" >For details, see the recording of the second broadcast.<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"%d0%9a%d1%82%d0%be_%d0%b8%d0%bc%d0%b5%d0%b5%d1%82_%d0%bf%d1%80%d0%b0%d0%b2%d0%be_%d0%bd%d0%b0_%d0%bd%d0%b0%d1%81%d0%bb%d0%b5%d0%b4%d1%81%d1%82%d0%b2%d0%be_%d0%b2%d0%be_%d0%a4%d1%80%d0%b0%d0%bd%d1%86%d0%b8%d0%b8\"><\/span>Who has the right to inheritance in France?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>First of all, children. They have a reserved portion of the inheritance. To increase the minimum share for your spouse, there are the following solutions:<\/p>\n<ul>\n<li>Will.<\/li>\n<li>Donation graduelle.<\/li>\n<li>Donation au dernier vivant.<\/li>\n<li>Include your wife in the Clause Beneficier of contracts <a href=\"https:\/\/rouzade.com\/en\/luchshij-investicionnyj-kontrakt-2021-vo-francii-po-versii-zhurnala-le-revenu\/\">Assurance Vie<\/a> And <a href=\"https:\/\/rouzade.com\/en\/per\/\">PER<\/a>.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"%d0%9a%d0%b0%d0%ba_%d0%b2%d1%81%d1%82%d1%83%d0%bf%d0%b8%d1%82%d1%8c_%d0%b2_%d0%bf%d1%80%d0%b0%d0%b2%d0%b0_%d0%bd%d0%b0_%d0%bd%d0%b0%d1%81%d0%bb%d0%b5%d0%b4%d1%81%d1%82%d0%b2%d0%be\"><\/span>How to enter into inheritance rights?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li>Collect documents;<\/li>\n<li>go to the notary;<\/li>\n<li>obtain an acte notaire to check bank accounts and transactions for the last 3-5 years;<\/li>\n<li>in the case of expensive interior items, order an assessment of movable property.<\/li>\n<\/ul>\n<p>See the entry for details.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%d0%97%d0%b0%d0%bf%d0%b8%d1%81%d1%8c_%d0%bf%d0%b5%d1%80%d0%b2%d0%be%d0%b3%d0%be_%d1%8d%d1%84%d0%b8%d1%80%d0%b0\"><\/span>Recording of the first broadcast<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><iframe loading=\"lazy\" title=\"Inheritance in France - How to correctly transfer and accept an inheritance in France. Broadcast with a lawyer\" width=\"696\" height=\"392\" src=\"https:\/\/www.youtube.com\/embed\/3g8F3pXVEOs?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe><\/p>\n<h2><span class=\"ez-toc-section\" id=\"%d0%9e%d1%82%d0%b2%d0%b5%d1%82%d1%8b_%d0%bd%d0%b0_%d0%b2%d0%be%d0%bf%d1%80%d0%be%d1%81%d1%8b\"><\/span>Answers on questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Olga answered many questions in the comments to the announcement post, I collected the most interesting ones and posted them on the site in the form of questions and answers, you can <a href=\"https:\/\/rouzade.com\/en\/kak-peredat-nasledstvo-vo-francii-advokat-otvechaet-na-vashi-voprosy\/\">follow the link and read<\/a>.<\/p>\n<p>On our second broadcast we discussed the following topics:<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%d0%91%d1%80%d0%b0%d1%87%d0%bd%d1%8b%d0%b5_%d0%ba%d0%be%d0%bd%d1%82%d1%80%d0%b0%d0%ba%d1%82%d1%8b\"><\/span>Marriage contracts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In France, there are several marriage regimes, depending on which, the spouse has rights to inheritance or not.<\/p>\n<p>Legal regime - Communaut\u00e9 r\u00e9duite aux acqu\u00eats. This regime applies if you do not have a marriage contract. It presupposes the right of the spouse to inherit part of the property acquired during the marriage.<\/p>\n<p>Communaut\u00e9 universelle assumes that all property of the spouses is common, and if there is an attribution de communaut\u00e9 clause in the contract, then all property goes to the surviving spouse.<\/p>\n<p>The s\u00e9paration de bien regime assumes that spouses have separate property. Therefore, in order to claim part of the property acquired during marriage, you need to record in the documents related to its purchase which part belongs to which of the spouses.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%d0%9a%d1%82%d0%be_%d0%bf%d0%bb%d0%b0%d1%82%d0%b8%d1%82_%d0%bd%d0%b0%d0%bb%d0%be%d0%b3_%d0%bd%d0%b0_%d0%bd%d0%b0%d1%81%d0%bb%d0%b5%d0%b4%d1%81%d1%82%d0%b2%d0%be_%d0%b2%d0%be_%d0%a4%d1%80%d0%b0%d0%bd%d1%86%d0%b8%d0%b8\"><\/span>Who pays inheritance tax in France<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Inheritance tax depends on:<\/p>\n<ul>\n<li>place of residence and tax residence of the testator;<\/li>\n<li>location of property;<\/li>\n<li>place of residence and tax residence of the heir.<\/li>\n<\/ul>\n<p>A person is a French tax resident if he has lived in France for 6 years in the last 10 years.<\/p>\n<p>There is an international will, which allows you to resolve inheritance issues if the heirs and the testator are tax residents of different countries. A competent notary will help in its preparation.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%d0%9a%d0%b0%d0%ba_%d1%83%d0%bc%d0%b5%d0%bd%d1%8c%d1%88%d0%b8%d1%82%d1%8c_%d0%bd%d0%b0%d0%bb%d0%be%d0%b3_%d0%bd%d0%b0_%d0%bd%d0%b0%d1%81%d0%bb%d0%b5%d0%b4%d1%81%d1%82%d0%b2%d0%be\"><\/span>How to reduce inheritance tax<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>As we found out, the spouse accepts the inheritance and does not pay tax. Children have a tax benefit of 100 thousand euros. For heirs of the 2nd, 3rd and further stages, the tax benefit is reduced.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2373\" src=\"https:\/\/rouzade.com\/wp-content\/uploads\/2022\/02\/bez-nazvanija-kopija-3.jpg\" alt=\"\u0443\u043c\u0435\u043d\u044c\u0448\u0438\u0442\u044c \u043d\u0430\u043b\u043e\u0433 \u043d\u0430 \u043d\u0430\u0441\u043b\u0435\u0434\u0441\u0442\u0432\u043e\" width=\"940\" height=\"788\" srcset=\"https:\/\/rouzade.com\/wp-content\/uploads\/2022\/02\/bez-nazvanija-kopija-3.jpg 940w, https:\/\/rouzade.com\/wp-content\/uploads\/2022\/02\/bez-nazvanija-kopija-3-300x251.jpg 300w, https:\/\/rouzade.com\/wp-content\/uploads\/2022\/02\/bez-nazvanija-kopija-3-768x644.jpg 768w, https:\/\/rouzade.com\/wp-content\/uploads\/2022\/02\/bez-nazvanija-kopija-3-696x583.jpg 696w, https:\/\/rouzade.com\/wp-content\/uploads\/2022\/02\/bez-nazvanija-kopija-3-501x420.jpg 501w\" sizes=\"auto, (max-width: 940px) 100vw, 940px\" \/><\/p>\n<p>However, the costs of the notary frais de notaire will have to be paid in any case and they amount to at least 3% of the entire inherited property.<\/p>\n<p>To reduce the tax burden on heirs, part of the property can be transferred in the form of <a href=\"https:\/\/rouzade.com\/en\/luchshij-investicionnyj-kontrakt-2021-vo-francii-po-versii-zhurnala-le-revenu\/\">Assurance Vie<\/a> or <a href=\"https:\/\/rouzade.com\/en\/per\/\">PER<\/a>, which do not fall into the inheritance mass and go directly to those whom you yourself designate as beneficiaries in the event of death. In this way, you can increase the part of the inheritance that will not be subject to inheritance tax and reduce the cost of a notary.<\/p>\n<p>To do this correctly, sign up for a consultation with me. I will help you.<\/p>\n<p style=\"text-align: center;\"><a class=\"maxbutton-1 maxbutton maxbutton-zapisatsya-na-konsultaciyu\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/calendly.com\/olga-rouzade\/15-minut-k-business-mechte?utm_source=site&amp;utm_medium=MaxButtons&amp;utm_campaign=rdv-calendly\"><span class='mb-text'>Sign up for a consultation<\/span><\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"%d0%9f%d0%be%d0%b4%d1%80%d0%be%d0%b1%d0%bd%d0%be%d1%81%d1%82%d0%b8_%d1%81%d0%bc%d0%be%d1%82%d1%80%d0%b8%d1%82%d0%b5_%d0%b2_%d0%b7%d0%b0%d0%bf%d0%b8%d1%81%d0%b8_%d0%b2%d1%82%d0%be%d1%80%d0%be%d0%b3%d0%be_%d1%8d%d1%84%d0%b8%d1%80%d0%b0\"><\/span>For details, see the recording of the second broadcast.<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><iframe loading=\"lazy\" title=\"Inheritance in France: how to accept an inheritance, inheritance tax \u2013 part 2\" width=\"696\" height=\"392\" src=\"https:\/\/www.youtube.com\/embed\/cjp88o-Fnrc?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe><\/p>\n<p>Who doesn\u2019t yet know about Olga de Weck (Yudenich) - she is a lawyer at the Paris Chamber of Lawyers. Her specialization:<\/p>\n<ul>\n<li>family law;<\/li>\n<li>business law;<\/li>\n<li>labor law.<\/li>\n<\/ul>\n<p>Olga will advise the most advantageous defense strategy, clearly and simply explain the proposed choice. She will accompany you all the way from the first appeal to resolving the conflict in court.<\/p>\n<p>She has a subtle sense of humor and in her profile\u00a0<a href=\"https:\/\/www.instagram.com\/olga_de_weck\/\">@olga_de_weck<\/a>\u00a0shares examples from practice.<\/p>\n<p>Subscribe to the newsletter so as not to miss the next events with experts in the field of law, social protection and <a href=\"https:\/\/rouzade.com\/en\/kak-otkryt-biznes-vo-francii-prjamoj-jefir-s-biznes-konsultantom\/\">business<\/a> in France.<\/p>","protected":false},"excerpt":{"rendered":"<p>All important and key questions about inheritance in France were discussed live with Olga de 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