Save 5% on taxes and inheritance tax with a certified inventory

If you're concerned about inheritance tax, you've come to the right place. Did you know that a furniture inventory carried out by a certified auctioneer could save you up to 5% on the basis for calculating your estate taxes and duties? It's a strategy often overlooked but incredibly effective.

Reminder of French regulations in the calculation of inheritance tax and Inventaire Mobilier

In France, inheritance tax is calculated on the basis of the net value of the entire estate. This includes real estate, financial assets, and movable property (furniture, works of art, etc.). French law also allows for a "forfait mobilier", generally representing 5% of the total estate, to cover the value of movable assets. But what if your movables are actually worth less than this percentage? That's where the furniture inventory carried out by an auctioneer, the only authorized professional, comes in.

The Advantage of Having Your Furniture Inventoried by an Approved Auctioneer

When a furniture inventory is carried out by a state-approved auctioneer, it offers a reliable and accurate assessment of the value of your movable property. This figure can often be lower than the standard 5% furniture lump sum. So, by opting for this detailed valuation, you only pay duty on the actual value of your possessions, which can save you up to 5%.

Furthermore, this valuation has the advantage of providing you with a detailed, costed list of your possessions, which can be beneficial for other purposes such as insurance, selling property or sharing between heirs.

The Advantage of a Reliable, Neutral, Tax-Impeachable Inventory

Opting for a furniture inventory carried out by a certified auctioneer guarantees a reliable, neutral, tax-impeachable document. This means you're protected from any subsequent tax disputes or audits on the declared value of your moveable assets. Simply put, you save money with complete peace of mind and compliance.

The Classic Role of the Auctioneer in Estates

Usually, an auctioneer is called in to value the assets of an estate. These professionals are trained to value everything from furniture and jewelry to works of art and collectibles. Their expertise ensures that the total value of the assets is accurately estimated, which is essential for calculating inheritance tax.

Beyond Valuations: Discovering the Nugget

But an auctioneer's expertise goes beyond standard valuations. These experts have a trained eye for spotting objects that could have great value on the art or antiques market. Whether it's a first edition of a book, a little-known work of art, or even an antique piece of furniture, an auctioneer can identify those "nuggets" that could easily be overlooked.

Real Stories of Found Treasures

There are many examples where seemingly ordinary objects have turned out to be extremely valuable. For example, an old clock that has been hanging in the living room for years turns out to be a piece of 18th-century art, or a painting bought at a garage sale turns out to be the work of a renowned artist. An auctioneer knows where to look and what to look for, making every inventory a veritable treasure hunt.

The Importance of Expertise

The value of an object lies not only in its appearance, but often in its history, craftsmanship or cultural significance. An auctioneer has the knowledge to evaluate these factors, and can help you uncover valuable objects that were previously overlooked. This can not only increase the total value of the estate but also turn a sentimental object into a real financial opportunity.

Why Make an Appointment for a Home Inventory Today

1. Tax Savings and Duties: Reduce your inheritance tax by paying only what is actually due.

2. Tranquility of Mind: Make sure you are in full compliance with tax laws.

3. Real Value: Get a fair and accurate valuation of your moveable assets.

4. Ease and Comfort: An auctioneer comes to your home to value your possessions.

Don't miss the opportunity to make significant savings on your taxes and inheritance duties. A certified furniture inventory carried out by a certified auctioneer is the key to saving up to 5% on your inheritance tax. Schedule an in-home inventory today and invest in peace of mind and tax savings.