fiscalité-patrimoniale

Wealth Law and Taxation

Our department has recognized expertise and skills in a wide range of areas: structuring and transfer of private and business assets, real estate investments, French and cross-border estate planning, international mobility, tax audit and litigation, regularization of assets held abroad and philanthropy.

  • Wealth Management and Family Transactions

    We assist our clients with global tax and inheritance planning, both in France and internationally. We assist all private clients and families with their outsourcing operations, transfers or the tax aspects of resolving shareholder or intra-family disputes.

  • International Tax

    We offer tax and legal assistance in managing their tax residence, relocations, expatriations and impatriations. We assist our clients with their international investments and complex international transfers (trusts, cross-border successions, fund management companies, carried interest, etc.). We provide tax structuring for investments in France and abroad.

  • Investment Tax Management

    Our team is renowned for structuring property investments for residents and non-residents in France and abroad. We help our clients diversify their assets (private equity, start-ups, crypto-currencies, employee savings schemes/share schemes, etc.).

  • Executive and managerial support

    We assist executives and managers in optimising their remuneration, in the dynamic management of their professional careers (employee savings schemes, tax management of departure packages, etc.) and in their investments (particularly in the case of growth operations or disposals in France or abroad).

  • Tax audit, litigation and pre-litigation support (individual and corporate)

    We assist you with tax audits, house searches and criminal tax law. We also assist you in tax disputes before all the courts and administrative tribunals and in pre-litigation with the various tax authorities (hierarchical appeals, spontaneous regularisation, etc.).

  • Philanthropy services

    Our team regularly works alongside not-for-profit organisations to set up and manage the tax aspects of endowment funds, foundations and associations. We can help you define and implement your philanthropic and sponsorship projects.

  • Tax return assistance

    We can help you to draw up and monitor your tax reporting obligations (income and wealth tax returns for residents and non-residents; general regularisation of assets, income or assets held abroad; reporting obligations for trusts; 3% tax, tax regime for impatriates, complex foreign income, exit tax, ….).

  • Décideurs 2024
    • Wealth tax – Excellent
    • Tax: Litigation – Highly recommended
    • Wealth tax: regulation and litigation – Highly recommended
    • Taxation of international groups – Recommended
  • Legal 500 2024 : Tax – Tier Four