Helpguides

French Inheritance Law Guide 2018-19 (PDF version)
Published: August 2018
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The guide is a bumper 48 pages and is aimed at expats or second home owners in France.

Our updated 2018 Inheritance Law helpguide will also include a chapter on the formalities you need to complete following a death in France 

The guide reviews the important changes to French inheritance law affecting expatriates and second-home owners, which came into force on August 17, 2015

+ 8 extra pages on the formalities to follow after a death 
+ 8 pages on dependency issues and how retirement homes work in France

+ How to make a will in France

- Contents:

*Procedure on a death 
*Indivision 
*Succession rules and planning for succession 
*Héritiers réservataires 
*The pacte de famille 
*The donation entre époux 
*Providing for stepchildren 
*Life insurance 
*Buying property in France - considerations 
1. Changing Marriage Regimes 
2. The tontine 
3. The Société Civile Immobilière (SCI) 
*Lifetime gifts as an alternative to bequests 
*The usufruit 
*Wills 
*Taxation on death 
*Patrim database 
*Questions and Answers – EU Regulations (see below)
*Reader Questions and Answers (see below)

- Questions and answers – the EU regulation

  • Must I leave French flat to my son?
  • English wills of French resident
  • We are not married – who would inherit our property in France?
  • How can I leave French house to my partner and not my daughter?
  • Problems with ‘two-stage’ bequest in France
  • Should I take dual nationality?
  • Effect of tontine under the EU rule
  • Disagreement between lawyers
  • Must I update my UK will for France?
  • Does English law give total freedom?
  • Can we make a will as a couple?
  • What effect will Brexit have?
  • Can a child be excluded?
  • Can we help grandsons in future?
  • Can an Irish citizen in France disinherit their child?

- Reader questions and answers – general

  • Can I leave house to grandchildren, not my child?
  • Rights of ‘former’ stepchildren
  • Late declaration due to notaire in France
  • Can wife adopt my children if we become French?
  • How can I plan for changes in exchange rate if I am waiting for an inheritance?
  • Can funds be left ‘in trust’ for my young son
  • Husband wants my grandchildren to inherit
  • Find an English-speaking notaire in France
  • Making a lifetime gift to sons
  • Should you use a notaire for gifts in France?
  • Can survivor of couple sell French house?
  • How can son prove he is only child?
  • Will UK will still apply in France?
  • Leaving money to a disabled person
  • Do we need French will as well as marriage regime?
  • A British will in France
  • Who should second homeowners tell in the event of death?
  • Tax implications of gift in France
  • Marriage or pacs to avoid tax
  • Inheriting from my UK-based parents in France
  • Help for second wife in France
  • How do I get probate for UK assets in France?
  • What protection if not married?
  • What happens to sterling deposits?
  • How can we mitigate large tax bill?
  • Should I pay French inheritance tax?
  • Ways to reduce inheritance tax in France
  • Can a notaire refuse to do certain work in France?
  • Inheriting from Ireland: What do I do?
  • Can unwed partner stay in French home?
  • Can we close SCI which no longer suits our plans?
  • Can home held in SCI be left to survivor and not children?
  • Can home be gifted to just one child if both agree?
  • How can we leave to our nephew in France?
  • May I inherit part of Pacs partner’s pension?