4. Inheritance Planning Options in France

There are measures that you take to secure greater control over your estate, and reduce potential inheritance tax liability for inheritors.

You may need to adopt more than one solution and the precise mix will depend on your own circumstances, aspirations and needs.

Clearly, you should take advice, preferably from different sources, which may include your legal/tax advisors, your bank and your notaire.

The main inheritance planning options are:

Property Ownership Options

1. 4.1. Buy 'En Tontine'
2. 4.2. Buy using a Property Company

Juridical Options

1. 4.3. Adopt a French Marriage Contract
2. 4.4. Enter into a French Civil Partnership
3. 4.5. Make a Family Inheritance Pact
4. 4.6. Make a Will
5. 4.7. Create a Trust Structure

Financial Planning Options

1. 4.8. Buy or Improve with a Mortgage
2. 4.9. Make a Gift Between Man and Wife
3. 4.10. Make a Gift to Children/Grandchildren
4. 4.11. Make a Gift to Others
5. 4.12. Take out Life Insurance