Optimize your personal tax strategy with peace of mind
Tailor-made strategic support to preserve, transfer, and secure your assets.
COMMON
CHALLENGES
- Do you want to optimize the transfer and/or donation of your business?
- Planning to pass on your assets under the best possible tax conditions?
- Vous achetez un bien immobilier et ne savez pas structurer juridiquement cette acquisition ?
- Facing complex tax return or wealth disclosure issues?
- Concerned about a tax audit or already under scrutiny?
- Need to regularize a past tax issue?
Our solutions
Tailored
- Tailored tax strategies
- Real estate structuring
- Optimized and secure tax reporting
- Active defense in case of audits or litigation
- Regularization and communication with the tax authorities
Our Services
Wealth and estate tax strategy
Business transfer planning
Real estate taxation and optimization
Income tax and wealth tax (IFI) filings
Tax regularization
Defense in case of personal tax audits
Your
benefits
- A controlled tax framework aligned with your business strategy
- Secured and documented structures, audit-proof against tax inspections
- Sustainable and compliant optimization
- Comprehensive legal support from experienced tax lawyers
- The ability to anticipate regulatory and case law changes
question ?
How can I plan to transfer my business to my children?
You can optimize the tax impact of a donation or sale using legal tools such as the Dutreil pact, donation-sharing, or sale with retained usufruct. A tailored strategy greatly reduces the tax burden and secures the transfer.
What are the main ways to reduce inheritance taxes?
Tools include staggered gifts, dismemberment of ownership, family pacts, holding
structures, or specific beneficiary clauses. Planning ahead is key
to avoiding high tax costs.
Can I include my real estate in my estate planning?
Yes. SCI, dismemberment, temporary usufruct gifts, or furnished rental regimes can help reduce IFI, optimize rental income, and ensure a smooth transfer.
Do you offer a comprehensive approach covering legal, tax, and family planning?
Yes. We create bespoke strategies that integrate tax law, civil and commercial law, and your personal or family goals—alongside trusted notaries, accountants, and wealth advisors.
Is it too late to organize my succession if I’m already over 60?
Not at all. There are many solutions available, even at a later stage. Acting sooner gives you access to more efficient and flexible planning tools.
