Inheritance Tax Disputes

Inheritance Tax Disputes

Inheritance tax disputes are common and can involve various issues. These may include challenges to the declared value of an asset, disputes over the tax advantages claimed by the taxpayer (such as the Dutreil Agreement), or disagreements concerning the territorial rules based on the country of residence of the deceased and the heirs, as well as the location of the assets in question.

Handling inheritance tax litigation requires a strong understanding of both tax and civil law, along with private international law when applicable. The French tax law firm CM-Tax, with its team of bilingual French tax advisors, based in Lyon and Marseille but serving clients across France, offers expert assistance in managing inheritance tax disputes. We help assess whether pursuing such a process is appropriate for your situation.

The CM-Tax law firm and its team of French tax experts also provide guidance to the international community on all matters related to French tax law, including tax advice, litigation, and real estate law. We assist international clients with the purchase and sale of French real estate, ensuring all legal aspects are covered.