Inheritance and gifts [ Return towards More about ]
Transferring your assets is a precautionary measure to protect your loved ones. For this reason, it is best to be fully prepared. Donations, hand to hand gift and customary presents are a few options available to you. Here are some tips to give you a better idea.
Give Air Liquide shares
By giving Air Liquide shares to your relatives, you pass on to them your interest in the stock market and business. Give them the opportunity to add value to their savings, thanks to the performance of the world leader in gases for industry, healthcare and the environment.
The solution: a customary present.
This is a gift given on a special occasion (e.g., marriage, birthday, Christmas). It can be in the form of securities, but must represent a relatively small share of the grantor’s assets.
What about taxes?
If it respects these conditions, the gift does not need to be included in the grantor’s estate and is not taxed by fiscal authorities.
Gifts do not need to be declared.
Plan your inheritance or make a donation, it's easy!
Although Shareholder Services can help you plan the transfer of your Air Liquide shares, your notary or legal advisor remains your primary contact, as they have comprehensive knowledge of your assets.
In case of inheritance, donations or hand to hand gift, Air Liquide shares still quality for the loyalty bonus.
More about
www.impots.gouv.fr
French tax authority website: downloadable tax forms, including the form 2735 to declare a hand to hand gift. French language only.
www.notaires.fr
French Notary Council’s website: useful information, legal assistance, etc., in French and English.
The information presented in this section is provided for information purposes only and is not legally binding on the Air Liquide Group.
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