Personal Tax

Assistance in estate and income tax planning,
international mobility and various tax filling obligations.

Droit Patrimonial

Asset strategy and management

Personal and business assets transfer (implementation of lock-up agreement Dutreil, sales and contributions, retirement)

Social and tax contributions analysis of the company executive’s situation

Analysis of business assets / active holding companies

Analysis of various tax exemption systems for income tax and wealth tax

Simulations of financial consequences of tax options

Assistance in implementing impatriate / expatriate systems

Management and optimisation of stock options and free shares in national and international environment

Management of tax domiciliation and formal requirements (leaving / returning to France)

Asset strategy in international environment (application of international tax treaties, working together with Nexia International’s members )

Tax assistance for gifts and inheritance in conjunction with our clients’ notaries and solicitors

Tax assistance during the termination of job contracts, company officer mandates, divorces, etc.

Ongoing assistance mandatory tax returns

Income tax and wealth tax returns (residents and non-residents)

Exit tax returns

Event-based trusts and annual tax returns

Regularization of international undeclared accounts (tax cost simulation, filing amended tax returns and following up the regularization proceedings before the French Tax Authorities)

Gifts and inheritance tax retuns

You can contact us, for any questions or to set up an appointment

Personal and business assets transfer (implementation of lock-up agreement Dutreil, sales and contributions, retirement)

Social and tax contributions analysis of the company executive’s situation

Analysis of business assets / active holding companies

Analysis of various tax exemption systems for income tax and wealth tax

Simulations of financial consequences of tax options

Assistance in implementing impatriate / expatriate systems

Management and optimisation of stock options and free shares in national and international environment

Asset strategy in international environment
(application of international tax treaties, working together with Nexia International’s members)

Tax assistance for gifts and inheritance in conjunction with our clients’ notaries and solicitors

Tax assistance during the termination of job contracts, company officer mandates, divorces, etc.

Ongoing assistance mandatory tax returns

Income tax and wealth tax returns (residents and non-residents)

Exit tax returns

Regularization of international undeclared accounts
(tax cost simulation, filing amended tax returns and following up the regularization proceedings before the French Tax Authorities)

Event-based trusts and annual tax returns

Gifts and inheritance tax retuns