Wealth planning29 March 2026

Donation-partage explained

Definition, tax logic, valuation and family balance: how a French donation-partage works, especially for business shares.

Samuel HAYOT
1 min read

Expert note: This article was written by our chartered accountancy firm. Information is current as of 2026. For a personalised review of your situation, contact us.

Donation-partage explained

Updated March 2026 - A donation-partage is a lifetime transfer-and-allocation tool used to organise family succession in advance.

See also donation-partage drawbacks, family business transfer and our Dutreil example.

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Conclusion

The tool is powerful when it serves a clear project and weak when it is launched without valuation discipline.

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Article written by Samuel HAYOT

Chartered Accountant, registered with the Institute of Chartered Accountants.

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