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Note: In certain circumstances, such as if the sibling had lived with the deceased for the previous 5 years or is disabled, the inheritance may be tax-free.
The first two charges are applied to all forms of income, while all four apply to unearned income and capital gains.
These rates apply to net taxable income per part after a 10% allowance on earned and pension income.
For those over the age of 65:
Wealth tax is payable by any household with taxable assets exceeding €1.3m on January 1st each year.
If you would like further information on gifting, please contact us:
Phone: +33 233 689 307
Email: info@bgwealthmanagement.net
Before you engage us, we’ll get to know you to make sure we’re a good fit in terms of understanding what is most important to you.
After our discovery call, we will summarise our understanding of your current situation and the key objectives which will ensure we're aligned with your goals.
Once you’re happy that we’re right for you, we’ll provide our recommendations and implement them for you. But there’s never any pressure from us to proceed – that’s just not our style.
We will implement your plan, constantly monitor and report on the performance to ensure your private wealth is optimised and aligned with your goals and working for you. Additionally, we’ll provide you with regular statements and a half yearly review to ensure that you remain up to date with any investment or tax changes and that we continue deliver for the long term.
