Make your tax return the final step of an advisory project, rather than the starting point of a problem. 
Wealth Taxation
Our Approach to Estate Tax Planning
We prioritize finding appropriate, flexible, and practical solutions. The pursuit of tax savings should not result in overly complicated systems.
- Our expertise in estate planning is based on three core areas of expertise: civil law (family and contract law), corporate law, and tax law.
- Our wealth tax advisory services take your family’s circumstances and needs into account .
- We help you ask the right questions and analyze the consequences of your choices.
- We work independently or in direct collaboration with your notary, banker, and accountant to find the best solution together .
- We assist you with your tax obligations: filing income tax returns, real estate wealth tax returns, and submitting tax forms.
Expertise
Our Expertise in Estate Taxation
We handle legal and tax matters, including: income tax, real estate wealth tax, capital gains, trusts, estates and gifts, international mobility, and business and wealth succession.
Frequently Asked Questions
FAQ on Estate Taxes
How can I pay less in taxes?
Taxes in France are primarily progressive: the more money you earn, the more taxes you pay. However, the applicable rates and cumulative taxation can result in effective tax rates that are virtually confiscatory.
The search for tax optimization depends on your compensation structure, your business structure, and the composition of your assets. A comprehensive assessment of your assets is essential to finding the best solution.
Taking advantage of “tax loopholes” can be a wise move, but they should be handled with caution.
The search for tax optimization depends on your compensation structure, your business structure, and the composition of your assets. A comprehensive assessment of your assets is essential to finding the best solution.
Taking advantage of “tax loopholes” can be a wise move, but they should be handled with caution.
How should you manage the tax aspects of your assets?
In general, assets can be grouped into three main categories:
Business assets (your business or the securities of your companies)
Real estate assets (primary residence, investment properties, securities of companies primarily engaged in real estate)
Personal assets (financial investments, life insurance, employee savings plans, works of art and valuable items, etc.)
Your assets may be located in France and/or abroad; these assets may be owned individually, jointly with your spouse, or in undivided co-ownership, as well as in full ownership or under a split ownership arrangement (usufruct or bare ownership).
The tax management of your assets must, above all, address legal and economic issues (management authority, financing needs to maintain your standard of living, savings capacity, short- and long-term goals, planning for a potential transfer of assets, etc.).
Once the objectives have been determined, our job will be to implement the tax solutions best suited to your situation (marital property regime, use of a general partnership, adjustments to your investment budgets, etc.).
Business assets (your business or the securities of your companies)
Your assets may be located in France and/or abroad; these assets may be owned individually, jointly with your spouse, or in undivided co-ownership, as well as in full ownership or under a split ownership arrangement (usufruct or bare ownership).
The tax management of your assets must, above all, address legal and economic issues (management authority, financing needs to maintain your standard of living, savings capacity, short- and long-term goals, planning for a potential transfer of assets, etc.).
Once the objectives have been determined, our job will be to implement the tax solutions best suited to your situation (marital property regime, use of a general partnership, adjustments to your investment budgets, etc.).
How can you pass on your estate?
A successful transition requires careful planning and coordination in advance. The following questions should be addressed beforehand:
- What should I give?
- Who is it for?
- How long will it take?
Optimizing the transfer of family assets requires advance planning. There are many solutions available to address your specific needs precisely and effectively, such as the division of property, the use of unincorporated partnerships, life insurance, cash settlements, and so on.
When it comes to the transfer of corporate securities, the legal framework of the “Dutreil Pact” is extremely effective at reducing the total cost of gift taxes, provided that the requirements of this framework are properly understood.
Do you have another question?
Do you have a question that isn’t answered here? Contact us!
We will respond as soon as possible.
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