Tax

The firm advises entrepreneurs, executives and family-owned business on the tax structuring of their business and private wealth, the management of their income flows and the optimisation of their succession planning, both in France and internationally. It also assists SMEs, mid-cap companies and listed groups with their day-to-day tax management and their exceptional transactions, and advises executives and senior managers on the design of their remuneration and equity participation policies.

The firm also acts for foreign wealth-holding structures, advises elite athletes and their clubs on their specific tax issues, and represents its clients in tax audit and tax litigation proceedings.

Our
projects

Our interventions

  • Business Sales & Transfers – Advice on and structuring of sales and transfers, tax optimisation of capital gains, tax deferral and roll-over mechanisms, and contribution-disposal structures.
  • Income and Wealth Taxation – Advice on the taxation of business and investment income, optimisation of distributions, treatment of investment income, and support for taxpayers subject to the real-estate wealth tax (IFI).
  • Structuring, Reorganization & succession planning – Setting up wealth-holding companies, reorganising family-owned businesses and planning the early transfer of assets: Dutreil pacts, gifts, division of ownership (usufruct / bare ownership) and civil-law companies.
  • International Taxation – Tax residence, international tax treaties, inbound and outbound (impatriate / expatriate) regimes, foreign-source income and reporting obligations relating to the holding of assets abroad.
  • Tax Audits, Litigation, and Returns – Assistance at every stage of an audit (tax inspections, personal tax audits (ESFP), reassessments), litigation representation, preparation of returns and monitoring of legislative developments.
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