UK inheritance to declare in France - help please

I have searched far and wide to try and find out exactly how to complete the relevant forms.

I am a French resident +6 years, inheritance from U K

Can anyone please confirm if the below is correct or not?

déclaration de succession. 2705-SD

page 1 completed details of the UK deceased.

page 2 details of the UK marriage regime. Nothing else completed under OU

Déclaration de succession 2705-S-SD

Details of declarant. Héritier.

Dévolution Successorale = all the names of inheritors, dob, link to deceased. EVEN IF THEY ARE NOT RESIDENT IN FRANCE ?

Page 2.

List the inheritors in France, (members of the same family) and amount received in euro.

Sign date at bottom.

INCLUDE with these two French forms:

Copy of UK probate

Copy of death certificate (UK)

Copy of IT400 (UK)

Does anything else need to be written on the forms or any other documents needed?

Hi @Salma
You might like to contact @thomasmarron the person recommended by the SFForum Owner

" You can DM him here on SF, or call him direct 0614246129 or email him thomas.marron@blevinsfranks.com"

You can read the whole Post by clicking on the link below:

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Have you looked ar the guide from impôts about this?

They also have an email address so can ask directly.
Cat can correct me if I’m wrong but Blevins Frank are a wealth management company, so offer services to clients rather than ad hoc advice.

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QUOTE: “Tom’s based in France and is one of the partners at Blevins Franks, providing tax and financial planning to French residents or people planning a move here. His role is to help you understand the French tax system and organise your affairs (succession / inheritance / income and capital gains tax / investments and pensions etc) to comply with and optimise, French tax rules.”

I reckon he will know how to complete the tax/ inheritance forms :+1: :wink:
it seemed worth @Salma having a word :crossed_fingers:

@Salma can you let us know what you think… how you get on ???

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Tax planning and strategy isn’t necessarily about filling in forms though.

If the impôts website can’t help didn’t we also have a tax adviser sign up recently, Paul Robson?

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Ah yes… what a great idea… I knew @cat had told us about him/spmeone.. perhaps I merely found the wrong link… (sorry folks)

@Salma check him out !!!

Thanks for the replies.

I have looked at the guides on the impôts site, but as the deceased was exclusively based in the UK, much of the French terminology doesn’t seem to apply.

I have contacted the impôts too, but no reply yet. Also, contacted one of the ‘expat’ tax/investment advisors. But alas, no help ; they can advise me on where to invest the inheritance but first I have to get confirmation from the French side that there is no tax due, thanks to the double taxation treaty.

@salma please see my reply posted on the other thread.

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You’ve an answer waiting in another thread.. you asked the question twice and have (thankfully) struck lucky !!

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Thank you, sorry for double posting. I wasn’t sure if the first one had actually posted, as I couldn’t find it!