The Dutreil pact is a major tax opportunity for transferring your business while ensuring its continuity. However, to benefit from this scheme, it is crucial to establish a collective conservation agreement. Here’s why acting without delay is essential.
1. Benefit from a Significant Tax Advantage
The Dutreil pact allows you to benefit from a 75% discount on the value of transferred shares, thus significantly reducing the inheritance tax.
🔑 Additional bonus:
- A 50% reduction on donation taxes if made before the age of 70.
⚠️ Attention: These tax advantages are subject to strict conditions, including the prior establishment of a collective conservation agreement lasting two years.
2. Ensure the Future of Your Family Business
Setting up a collective conservation agreement is not just a tax measure; it plays a key role in the stability of the shareholders and the continuity of your business.
- Prevent succession conflicts.
- Ensure a smooth transfer between heirs or beneficiaries.
A clear and structured framework protects both family harmony and the future of the business.
3. Plan Ahead for Greater Peace of Mind
The steps involved in the Dutreil pact require careful analysis and planning. By planning ahead:
- You have the time needed to optimize your estate strategy.
- You avoid last-minute pressures, which could lead to costly mistakes.
4. Benefit from Tailored Support
Our accounting firm supports you every step of the way to:
- Assess your personal situation and identify tax opportunities.
- Formalize your collective conservation agreement in compliance with legal requirements.
- Ensure the legal and tax security of your transactions, safeguarding your interests and those of your heirs.
Key Takeaways
- Setting up a collective conservation agreement does not obligate you to transfer ownership.
- If no transfer takes place, the agreement remains inconsequential.
- However, it allows you to plan for a future transfer and benefit from the Dutreil pact’s tax advantages.
Act Now to Secure the Future
By implementing a collective conservation agreement, you protect your interests and those of your heirs while optimizing your estate’s tax situation.
Contact our firm today for personalized support and advice. Together, let’s prepare your business’s future with peace of mind.