SUCCESSION PLANNING
Plan today for peace of mind tomorrow
At Taka, we know that talking about what happens after we’re gone isn’t easy. But having a clear plan in place is one of the most thoughtful things you can do for your loved ones — especially in France, where the rules and paperwork can be overwhelming.
We’re here to help you put your affairs in order, from understanding inheritance law to compiling the right documents, so that everything runs as smoothly as possible when the time comes.
why it matters
- If you live in France and have family abroad, will they know what to do when the time comes?
- French inheritance law is very different from the UK:
→ You can’t always leave your assets to whomever you want
→ Inheritance tax is paid by the heirs, not the estate
→ Tax must usually be paid within 6 months of death
Having a plan in place avoids confusion, delays, and costly mistakes. It gives clarity — and peace of mind — to those you love.
While we are not notaries or financial advisors, our extensive experience in estate planning allows us to guide you through each step with confidence.
our solutions
Two options to suit your needs
150€
online consultation
A practical and affordable first step.
In this one-hour session, we assess your inheritance situation and give you personalised advice to move forward with clarity.
What you get:
- Tailored guidance from experienced relocation professionals
- A simplified explanation of your situation and your options
- Access to our network of trusted notaries and advisors
- Clear next steps and follow-up connections if needed
250€
comprehensive planning meeting
A more in-depth and hands-on service, including an in-person meeting and the creation of your full personal planning dossier.
What’s included:
- Document prep: We send you a list of the documents to gather
- In-person meeting: A 2-hour home visit to go through everything in detail
- Your planning dossier: A complete document for your loved ones — practical, clear, and easy to follow
- Secure backup & follow-up: We store a digital copy and check in with you regularly to keep everything up to date
WHY CHOOSE TAKA?
TRUSTED BY OUR COMMUNITY
Most of our clients come to us through personal recommendations. And that’s the kind of trust we’re proud of.
Connected to the right experts
From notaires to legal advisors, we work with a handpicked network of professionals who know their stuff — and care as much as we do.
Clear pricing, real value
Each consultation is 150€, flat rate. No hidden fees, no pressure — just answers that move you forward.
Take control now so your loved ones don’t have to face confusion later
ready to get started?
Contact
- Lascazères, 65700
- 06 67 53 94 90
- contact@taka-conseil.fr
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REAL ESTATE
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Carte Professionnelle: CPI65012023000000009