Inheritance tax is a tax that is levied on the transfer of assets from a deceased individual to their heirs. In Poland, inheritance tax rules apply to both residents and non-residents of the country. In this article, we will discuss the Polish inheritance tax rules in detail, including the tax rates, exemptions, and payment requirements.
As a financial adviser, I have seen first-hand the chaos that can ensue when a loved one passes away suddenly without any preparation in place. As an expat, it is not uncommon to have important documents spread across multiple locations, which can create a massive headache for survivors who are already grieving. That’s why I always recommend creating an “in case of death” folder, a single file (digital or physical) where you keep all of your important personal and financial information together.
Unfortunately, we live in an uncertain world that often appears to be full of crooks, scammers and people posing as experts. As a result, it can be difficult to tell the good guys from the bad – never mind finding a genuine financial adviser that is perfectly fitted for your needs.
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