Our specialists and experts are here to advise you and help you understand the civil and tax consequences of these complex situations.
The transmission of heritage, whether through of a transfer living person (e.g. a gift or the establishment of a structure such as a trust) or at death, can entraîner d’importantes conséquences fiscales pour les bénéficiaires comme pour le donateur.
In some cases, anticipating the transmission you heritage of son living or putting in place instruments such as a marriage contract or an inheritance agreement can help to settle this question in advance, whether in favour ofs future heirs or third parties such as’of concubine or a non-profit entity.
It is also essential to take into account the possibility that the beneficiaries or the assets concerned are located in different jurisdictions, subject to different regulations. In such situations, we are here to guide you by taking into consideration the various jurisdictions and regulations involved.
Our specialists and experts are by your side to advise you and help you understand the civil and tax consequences of these complex situations. From planning to managing tax formalities after a death, such as the deceased's final tax return or the inheritance tax return, we will support you every step of the way.
To find out more about how we can help you, contact us today.