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“I prefer to give to my parish rather than to the State”: how to optimize the transmission of one’s heritage

2024-03-18T08:06:52.259Z

Highlights: In France, inheritance taxes weigh heavily. Turning to a so-called “public utility” association, such as a diocese, can reduce the share paid to the State by up to 100%. It all depends on your family situation. “I prefer to give to my parish rather than the State”: how to optimize the transmission of one’s heritage. ‘The Church has always been there for me, in happy times as well as in more difficult times. I wanted to return the favor.’


OUR ADVICE - In France, inheritance taxes weigh heavily. Turning to a so-called “public utility” association, such as a diocese, can reduce the share paid to the State by up to 100%. It all depends on your family situation.


The Church has always been there for me, in happy times as well as in more difficult times.

I wanted to return the favor.

» For Georges, 75 years old, the choice of legacy to his diocese was natural.

I don’t have any children.

I have peace of mind now that everything is in order

,” adds this parishioner from Courbevoie (92).

Especially when he learned that “

100% of what I give will return to the diocese

” because legacies in favor of a diocese are exempt from all taxes.

Thanks to the support of the diocese’s legacy service, I was able to calmly plan my succession

,” rejoices, for her part, Éliane, 70 years old.

Isabelle Ousset, who with her team of eight volunteers has received benefactors for more than six years for the diocese of Nanterre (92), has seen legacies “

increase

” in recent years.

At the end of the masses, we come across elderly people but also younger couples who come to find out more because

they manage the business…

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Source: lefigaro

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