Héritage: Oxfam Calls for Reform of the Dutreil Pact, "the Essential Vehicle for Tax Loss"

La Tribune

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In the run-up to the budget debate, Oxfam proposes to cap the tax benefit to EUR 1 million, reduce the exemption from 75% to 50% and condition it for employment. The executive refuses to reopen the case despite an estimated cost of 5.5 billion in 2024.

La Croix

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For the NGO Oxfam, the Dutreil Pact has been transformed into a vehicle for challenging big fortunes. At ten days of the review of the 2027 budget, the Court of Auditors is also calling for a reform of this system, which allows 75% of the value of a family business to be exempted from inheritance duties.

Oxfam France

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While the issue of the taxation of super-inheritances has become part of the public debate, Oxfam publishes a new note with strong proposals for reform of the Dutreil Pact, the fiscal niche that concentrates inequalities at the time of the transmission of the wealth of ultra-rich people. This note is intended in particular to feed the exchanges during the 2027 Finance Bill and the presidential campaign. Key figures The transmission of the fortun…

L'Humanité

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At a time when the government is presenting a 2027 budget based on a further drastic reduction in public spending, Oxfam proposes to bail out the state funds by reforming the Dutreil Pact. In a note published on Tuesday, 22 September, the association points a finger at this tax system, which mainly benefits the super-heirs and details the loss of profits for the state.