Wealth and personal taxation

We help families and company directors to manage their remuneration, management, sale and transfer issues.

Anticipating Modelling Preventing

Our number one concern, based on our experience, is to anticipate inheritance and family issues, quantify the tax costs associated with your projects and the various possible structures, and avoid any risk of the tax treatment associated with them being called into question.

On a day-to-day basis, we are involved in
the following issues:

01

Structuring and optimising business and personal assets.

02

Transfer of assets: transfers, gifts, inheritance, etc.

03

Structuring and optimising income and flows: capital gains, dividends, interest, services, royalties, rents, etc.

04

Structuring the ownership of and income from property assets.

05

Regularisation and compliance of tax situations (IFI, IR, trusts, etc.) and assistance with complex tax reporting obligations.

06

Management of multiple residences, impatriation and expatriation projects (exit tax, etc.).

07

Taxation of artists and sportspeople.

Our recent experience in these areas has covered:

  • organising the “Dutreil” transfer of several businesses, where appropriate in schemes combining a Dutreil transfer and a re-contribution with a balancing payment to a takeover holding company,
  • bringing several families into compliance with the IFI (French wealth tax foxed on real estate assets),
  • support for several taxpayers transferring their tax residence abroad,
  • the regularisation of the situation of an individual beneficiary of a dozen Australian and American trusts, who became a French tax resident,
  • restructuring the ownership of several property portfolios, with the aim of passing on the assets or managing the tax associated with their income.