Immolytics
Taxation

Property estate planning

Legal and tax strategies to transfer a property estate in an optimized manner.

Full definition

Property estate planning encompasses strategies for transferring a real estate portfolio while minimizing inheritance taxes. Key techniques include: donation with usufruct reservation, split purchase, property company, and will with charges.

Related terms

Inheritance tax

Regional tax due on the transfer of a property estate upon death.

Property donation

Free transfer of a property during one's lifetime, subject to donation tax.

Bare ownership

Ownership right over a property whose usufruct (right of use) belongs to another person.

Useful links

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FAQ

Legal and tax strategies to transfer a property estate in an optimized manner.