Have you purchased Air Liquide shares over the years and now want your loved ones to benefit from them? Get to grips with passing on shares.
Note: The element of taxation apply to french residents for tax purposes.
Different possible options
When passing on shares, there are several options available to you:
- Shared gifts, which allow you to allocate the total or partial amount of your shares to just your children;
- Simple gifts, which involve an anticipated allocation of your shares to your chosen beneficiaries (family, friends, etc.);
- Hand-to-hand gifts, which allow you to easily pass on shares to your loved ones;
- Customary gifts,which allow you to allocate shares as a present to mark a special occasion (wedding, birthday, Christmas, etc.).
These options each have their own特定的功能including whether they need to be formalized with a notary’s help, their tax impact, the way the purchase price is calculated, etc. For detailed information about these options, as well as an overview of possible additional services (such as the facility to forbid disposal, enable partial gifting and grant temporary usufruct), you can view therelevant factsheet in your Shareholders sectionor send your request to the Shareholder Services Department' advisors throughthis page.
Direct registered shareholders can download the forms for hand-to-hand gifts and customary gifts from our website:
> Download and fill out the hand-to-hand gift form
> Download and fill out the customary gift form
Send your forms to Shareholder Services as soon as possible because some processing time is required while they are being considered.Good to know:
In the case ofpassing on shares or gifts to a spouse or a relative有权继承,any loyalty bonus attached to Air Liquide shares is retained.
More than a financial gift
By passing on Air Liquide shares, you are sharingthe financial performanceof the share as well as ourshareholder cultureandyour commitmentto the Group.
