🇵🇱 Country guides

Cross-border inheritance in Poland

How Polish succession works in cross-border estates: the EU Succession Regulation, the zachowek money claim, the notarial or court route, and inheritance tax.

LG
The LawyerGo Team
· 6 min read
Cross-border inheritance in Poland

Polish succession applies the EU cross-border rules and protects close relatives through a money claim rather than fixed shares of assets.

Which law applies

The EU Succession Regulation applies — the law of habitual residence by default, with a possible choice of national law in the will.

The zachowek

Close heirs who would have inherited on intestacy — descendants, a spouse and sometimes parents — are protected by the zachowek: a monetary claim, generally for half of what they would have received on intestacy (more for those who are minors or unable to work).

Confirming inheritance

Heirship is established either by a notarial deed of succession or a court confirmation, after which assets can be dealt with. Inheritance and gift tax applies, with significant exemptions for close family.

For foreign families

A verified Polish colleague can confirm the applicable law, value a zachowek claim, and obtain the deed or court order.

Tax groups and exemptions change — confirm with admitted Polish counsel.

LG
The LawyerGo Team
Editorial

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