Inheriting Property in Poland as a British Citizen
This guide is general legal information, not legal advice. How the rules apply depends on your individual circumstances, contracts, documents and deadlines. If you need advice or representation, the matter should be assessed by a qualified Polish lawyer. Twoja Sprawa helps you organise the documents for that assessment.
Someone close to you has died in Poland, you're a British citizen living in the UK, and the estate includes a flat, house or plot of land in Poland. This is one of the trickiest cross-border situations in Polish inheritance law: two legal systems overlap, and one missed deadline can cost you either a tax exemption or, in the worst case, the property itself. This guide walks through the Polish probate process from the perspective of a UK-based heir: confirming your inheritance, the tax and its exemption, the trap around inheriting by will as a foreigner, and selling the property afterwards.
Key points
- Property located in Poland is always subject to Polish inheritance tax — regardless of your citizenship or where you live (Article 1(1)(1) of the Polish Inheritance and Gift Tax Act).
- Close family can be fully exempt (the so-called "group zero" exemption) — but only if you report the inheritance on form SD-Z2 within 6 months of the court decision confirming inheritance becoming final, or the notarial certificate of inheritance being registered.
- Statutory (intestate) inheritance requires no permit for a foreigner to acquire the property — even if you hold British citizenship.
- Inheritance under a will is a different matter: as a foreigner you must obtain a permit from the Polish Ministry of the Interior and Administration (MSWiA) within 2 years of the estate opening — miss it, and ownership passes to the statutory heirs instead.
- Withdrawal Agreement status does not exempt you from this permit requirement — it is a separate legal regime.
- If you were a long-term UK tax resident, UK Inheritance Tax may also apply to the Polish property — this needs separate advice from a UK tax adviser.
Who this guide is for
- British citizens (including dual PL/UK nationals) inheriting property located in Poland from a deceased relative.
- Poles living in the UK who are inheriting from parents or other relatives in Poland and want to understand the remote process.
- Anyone weighing up whether to make a will naming a British-citizen heir, and what that implies procedurally.
- This guide is not for contested probate disputes, complex claw-back (zachowek — forced heirship) claims, or cross-border tax planning — those situations need individual legal advice.
Contents
- Two legal systems, one estate
- Step 1: confirming the inheritance
- Step 2: inheritance tax and the SD-Z2 exemption
- The trap: inheriting by will as a foreigner and the MSWiA permit
- Statutory vs testamentary inheritance — comparison
- Selling an inherited property
- Documents you will need
- Common risks and mistakes
- Checklist
- Frequently asked questions
- Deadlines
- Sources
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If the deceased had their habitual residence in Poland, the succession is normally handled by a Polish court or notary, and — under EU Regulation 650/2012 — Polish law generally applies to the estate as a whole. The UK is not a participating state in this Regulation (like Ireland and Denmark, it opted out), but that does not automatically rule out English law being applied by a Polish court or notary, if English law was the law of the deceased's habitual residence or the law they chose in a will.
Importantly: the deceased could have chosen, in their will, the law of their nationality to govern the whole estate — for instance, a British citizen living in Poland could have specified that their estate (including a Polish property) would be governed by English law rather than Polish law. If the family believes such a will exists, that is the first thing to check, because it changes the entire procedure that follows.
If you, as a British citizen, are inheriting from someone who died in Poland and the property is located in Poland, Polish rules on the acquisition of property by foreigners and Polish inheritance tax will apply regardless of where you live or what citizenship you hold.
Step 1: confirming the inheritance
Before you can do anything with the property — sell it, rent it out, report it for tax — you need formal confirmation that you are an heir. In Poland there are two routes:
- Court decision confirming acquisition of the inheritance (stwierdzenie nabycia spadku) — issued by the district court (sąd rejonowy) covering the deceased's last place of residence. If heirs live abroad or disagree about shares, this is usually the only available route.
- Notarial certificate of inheritance (akt poświadczenia dziedziczenia, "APD") — a faster alternative before a Polish notary, but only available when all heirs agree on who is entitled to inherit and appear (in person or via a representative) before the notary.
If you live in the UK, you do not need to travel to Poland for every step — you can act through a power of attorney (a notarial power of attorney, apostilled if executed in the UK). Court proceedings, however, tend to be slower where there is a foreign element (service of documents abroad, translation of UK documents such as a death certificate or marriage certificate).
Only once the court decision is final (prawomocne), or the notarial certificate is registered, can you have your ownership entered in the księga wieczysta (land and mortgage register — Poland's title register, roughly comparable to the HM Land Registry title register) and settle the tax.
Step 2: inheritance tax and the SD-Z2 exemption
This is the most important budget item in this guide — and the one most often missed by heirs living abroad.
Basic rule: acquiring property located in Poland by inheritance is subject to Polish inheritance and gift tax regardless of the heir's citizenship or place of residence. There is an exemption for movable property and financial rights when neither the deceased nor the heir held Polish citizenship or residence in Poland — but that exemption does not cover real property. Property located in Poland is always taxable.
The "group zero" exemption (Article 4a of the Act). If you are the spouse, descendant (child, grandchild), ascendant (parent, grandparent), stepchild, sibling, stepfather or stepmother of the deceased, you may pay no tax at all — on one condition: you must report the inheritance to the relevant Polish tax office on form SD-Z2 within 6 months of the court decision becoming final, or the notarial certificate of inheritance being registered. Importantly, this exemption does not depend on the heir's citizenship — only on the degree of kinship and meeting the deadline.
In practice, this 6-month deadline is the single biggest risk for UK-based heirs. It's easy to miss if the probate process drags on, or if relatives in Poland are handling matters and news of the court decision reaches you late. Missing the SD-Z2 deadline means losing the exemption — the tax then has to be paid under the general rules, according to the applicable tax bracket.
If you don't fall into group zero, or you miss the deadline, tax-free thresholds and progressive scales apply depending on the tax bracket (closeness of kinship) — roughly PLN 36,120 for the first bracket, PLN 27,090 for the second and PLN 5,733 for the third. Tax above the threshold is calculated on a progressive scale for that bracket.
What about UK Inheritance Tax? If the deceased was a "long-term UK resident" (UK tax resident for at least 10 of the last 20 years — a status that replaced the old domicile concept as of 6 April 2025), their worldwide assets, including a Polish property, may fall within the scope of UK Inheritance Tax. This is a separate matter from Polish inheritance tax — both can apply in parallel, and any question of double taxation relief should be assessed by a UK tax adviser.
The trap: inheriting by will as a foreigner and the MSWiA permit
This is the single most important distinction in this guide — and a real trap for British citizens.
Statutory (intestate) inheritance is entirely exempt from the requirement for a foreigner to obtain a permit to acquire property. If you inherit under the statutory order (for example, as a child of the deceased, where there is no will), you become the owner of the Polish property without any additional administrative permit — British citizenship makes no difference here.
Inheritance under a will is a completely different situation. If you were named in a will (or given a specific property through a zapis windykacyjny, a vindication legacy) but you are not also a statutory heir of the same person, then as a foreigner you must apply for a permit from the Minister of the Interior and Administration (MSWiA) to acquire that property. The law sets a hard deadline: 2 years from the opening of the succession (i.e. from the date of death) — and for a vindication legacy, the clock starts from the day the foreign heir learned that the property had entered the estate.
What happens if you miss it? The consequence is severe: if you don't file the application and obtain the permit within that period (or the application is ultimately refused), ownership of the property passes to the people who would have been the statutory heirs — effectively as if the will did not apply to that property. In other words, the will can lose its effect regarding the real property, and the asset goes to other relatives, even though it was the deceased's clear wish that it should go to you.
Why does this affect British citizens specifically? Because since 1 January 2021, British citizens are treated in Poland as third-country nationals — outside the EU and the European Economic Area — even if they are protected under the Withdrawal Agreement because of residence or work in Poland from before Brexit. The protection granted by that agreement does not create an exception to the property-acquisition permit requirement — it is a separate legal regime governed by the 1920 Act on the Acquisition of Real Estate by Foreigners.
What does this mean for will planning? If a family is planning a will naming a British-citizen heir for a Polish property, it is worth the person making the will (or the family, after their death) being aware of this deadline and planning to file the permit application well in advance — the administrative process itself can take several months, so waiting until the final weeks of the two-year window is risky.
Statutory vs testamentary inheritance — comparison for a UK citizen
| Criterion | Statutory (intestate) inheritance | Testamentary (by will) inheritance |
|---|---|---|
| MSWiA permit to acquire the property | Not required | Required, unless the heir is also a statutory heir |
| Deadline to apply for the permit | Not applicable | 2 years from opening of the succession (date of death) |
| Consequence of missing the deadline | Not applicable | Ownership passes to the statutory heirs |
| Inheritance and gift tax | Yes, always — Polish property is always taxable | Yes, on the same basis |
| "Group zero" exemption (SD-Z2) | Available if the kinship condition and the 6-month deadline are met | Available on the same basis, if the heir falls within the group zero circle |
| Relevance of UK citizenship | Irrelevant to the permit requirement | Central — a UK citizen is a "foreigner" under the 1920 Act |
Selling an inherited property
You've inherited a flat or house in Poland and you live in the UK — selling is often the simplest logistical option. A few things worth knowing:
- You need a final court decision or a registered notarial certificate of inheritance, plus an entry in the land and mortgage register, before a notary will prepare a sale deed — without that, you are not yet formally the registered owner.
- If there are several heirs, the property becomes co-owned — a sale requires the agreement of all co-owners (or a prior division of the estate, assigning the property to one heir who then pays out the others).
- Income tax on the sale — selling an inherited property may trigger Polish income tax (PIT) if the sale happens before a certain period counted from acquiring the inheritance, with possible exemptions if the proceeds are used for housing purposes.
- Remote sale via a power of attorney is possible — similar to buying property from the UK: a notarial power of attorney, apostilled where necessary, allows the sale deed to be signed without your physical presence in Poland.
- Bringing the proceeds back to the UK — transferring sale proceeds from Poland into a UK account may trigger its own reporting requirements (for example, source-of-funds checks by your UK bank).
For more on the mechanics of buying and selling property remotely from the UK — including powers of attorney and international transfers — see our guide on buying a flat in Poland while living in the UK (in Polish).
If you are trying to get your inheritance and property matters organised before a dispute arises between heirs, you can request a free initial assessment — we can help you organise the documents and identify what formal steps your situation needs.
Documents you will need
- Death certificate of the deceased (if issued in the UK — with a certified translation and, depending on the procedure, an apostille).
- Civil status documents proving kinship (birth certificate, marriage certificate) — likewise, if issued in the UK.
- The will, if one exists (original or an officially certified copy).
- Extract from the land and mortgage register (księga wieczysta) for the property.
- The final court decision confirming acquisition of the inheritance, or the registered notarial certificate of inheritance.
- Form SD-Z2 (if claiming the "group zero" exemption), with supporting documents proving kinship.
- A notarial power of attorney, if acting through a representative in Poland (apostilled if executed in the UK).
- For an MSWiA permit application (testamentary inheritance): identifying details, description of the property, documents proving your title to the inheritance.
Common risks and mistakes
- Missing the 6-month SD-Z2 deadline — the most common and costly mistake. The "group zero" exemption is lost permanently, even if the heir meets the kinship condition.
- Not spotting the difference between statutory and testamentary inheritance — assuming that being named in a will means nothing further needs doing. The two-year MSWiA permit deadline runs regardless of whether you know about it.
- Delaying the MSWiA permit application until the final months of the deadline — the administrative process itself takes time; being even a few days late can cost the whole property.
- Assuming Withdrawal Agreement status automatically exempts you from the permit requirement — it does not; that protection concerns residence and work, not the acquisition of property.
- Poor coordination between heirs living in different countries — delays in relaying information about the probate case in Poland can lead to missed deadlines.
- Overlooking UK Inheritance Tax — focusing only on the Polish tax without checking whether the deceased (or the heir, for further planning) is also within the scope of UK IHT.
- Selling the property before probate is formally complete — without a final court decision or registered certificate of inheritance, a notary will not proceed with the sale.
Checklist
- [ ] Establish whether you are inheriting under the statutory order or under a will.
- [ ] If there is a will, check whether it names the law governing the estate (Polish or English).
- [ ] Gather civil status documents and have them translated (if issued in the UK).
- [ ] Start proceedings for a court decision confirming the inheritance, or arrange a notarial certificate of inheritance.
- [ ] If you qualify for "group zero" — diarise the 6-month deadline for filing SD-Z2 from the decision becoming final / the certificate being registered.
- [ ] If you are inheriting under a will as a foreigner and are not also a statutory heir — apply for the MSWiA permit as early as possible, well before the 2-year deadline from the date of death.
- [ ] Check whether the deceased may have been within the scope of UK Inheritance Tax as a "long-term UK resident" — consult a UK tax adviser.
- [ ] Plan for registering your ownership in the land and mortgage register.
- [ ] If planning to sell — establish the co-ownership arrangement (if there are multiple heirs) and check the PIT implications.
- [ ] Consider a notarial power of attorney if you cannot attend in person in Poland at each stage.
Frequently asked questions
Can I inherit property in Poland at all as a British citizen? Yes. British citizenship alone does not prevent you from inheriting property in Poland. What matters is whether you are inheriting under the statutory order (no MSWiA permit needed) or under a will as someone outside the circle of statutory heirs (a permit is required within 2 years of the estate opening).
Do I have to pay Polish inheritance tax if I live permanently in the UK? As a general rule, yes — property located in Poland is subject to Polish inheritance and gift tax regardless of your citizenship or place of residence. However, you may be able to use the "group zero" exemption if you are a close relative of the deceased (spouse, descendant, ascendant, stepchild, sibling, stepfather or stepmother) and report the inheritance on form SD-Z2 within 6 months.
What happens if I miss the SD-Z2 deadline? The tax exemption is lost, even if you meet the kinship requirement. The tax then has to be settled under the general rules, according to the applicable tax bracket and tax-free threshold, which can mean a real financial burden for a higher-value property.
What is the difference between statutory and testamentary inheritance when it comes to the property permit? Under statutory inheritance, a foreigner (including a UK citizen) acquires the property without any permit. Under testamentary inheritance, if the heir is not also a statutory heir, they must obtain an MSWiA permit within 2 years of the estate opening — otherwise ownership of the property passes to the statutory heirs instead.
Does my Withdrawal Agreement status exempt me from the permit requirement? No. The protection under that agreement primarily concerns rights of residence, work and social security — it does not create a separate exception to the permit requirement for a foreigner acquiring property.
Can I sell an inherited property without travelling to Poland? Generally yes, through a representative acting under a notarial power of attorney — but you first need probate to be formally concluded and your ownership registered in the land and mortgage register. The sale may also trigger Polish income tax (PIT), depending on how much time has passed since the inheritance was acquired.
Do I also need to deal with UK tax authorities? That depends on the deceased's tax status and your own situation — if the deceased was a "long-term UK resident", their worldwide assets, including the Polish property, may have fallen within the scope of UK Inheritance Tax. This is a separate matter from settling Polish inheritance tax and requires advice from a UK tax adviser.
What if the family doesn't agree on who the heirs are? In that case a notarial certificate of inheritance is not available (it requires all interested parties to agree) — the matter must be resolved by a court in proceedings to confirm acquisition of the inheritance, which usually lengthens the process and requires a lawyer's assessment.
Deadlines
- 6 months — deadline to file SD-Z2 for the "group zero" exemption, counted from the court decision confirming inheritance becoming final, or from the notarial certificate of inheritance being registered.
- 2 years from the opening of the succession (the date of death) — deadline to apply for and obtain the MSWiA permit where a foreigner inherits under a will; for a vindication legacy, the clock starts from the day the foreign heir learned that the property had entered the estate.
- Claims for zachowek (the Polish forced-heirship / claw-back claim) and other deadlines related to challenging a will or dividing an estate are governed by separate rules and require individual legal assessment.
Sources
- Polish Civil Code, consolidated text Dz.U. 2026 poz. 478, Articles 931-935, 949-951, 991, 1008 — Chancellery of the Sejm / ISAP — https://isap.sejm.gov.pl/isap.nsf/DocDetails.xsp?id=wdu19640160093
- Act on the Acquisition of Real Estate by Foreigners, consolidated text Dz.U. 2017 poz. 2278, Article 7(2), (3), (3a) — Chancellery of the Sejm / ISAP — https://isap.sejm.gov.pl/isap.nsf/DocDetails.xsp?id=WDU19200310178
- Inheritance and Gift Tax Act, consolidated text Dz.U. 2026 poz. 478/775, Article 1(1), Article 3(1), Article 4a — Chancellery of the Sejm / ISAP — https://isap.sejm.gov.pl/isap.nsf/DocDetails.xsp?id=wdu19830450207
- Regulation (EU) No 650/2012 of the European Parliament and of the Council, Articles 4, 10, 21, 22 — European Union / EUR-Lex — https://eur-lex.europa.eu/legal-content/PL/TXT/?uri=CELEX:32012R0650
- Will British citizens covered by the Withdrawal Agreement be exempt from the requirement to obtain a permit to buy land or houses? — Office for Foreigners (UDSC), gov.pl — https://www.gov.pl/web/udsc/czy-brytyjczycy-objeci-umowa-o-wystapieniu-beda-wykluczeni-z-wymogu-uzyskania-pozwolenia-na-zakup-ziemi-lub-domow
- Inheritance Tax if you're a long-term UK resident — GOV.UK / HM Revenue & Customs — https://www.gov.uk/guidance/inheritance-tax-if-youre-a-long-term-uk-resident
- Obtain a permit to acquire real estate, shares or stock as a foreigner — Ministry of the Interior and Administration (gov.pl) — https://www.gov.pl/web/mswia/uzyskaj-zezwolenie-na-nabycie-nieruchomosci-akcji-udzialow-przez-cudzoziemcow
Related guides
- Polish and British Wills: Protecting Property Located in Poland
- Marriage, Divorce and Ownership of Property in Poland
- When Does a Foreigner Need Permission to Buy Property in Poland?
Przeczytaj po polsku: Dziedziczenie nieruchomości w Polsce przez obywatela brytyjskiego
Information verified on: 11 July 2026.