Determination and securing of tax residence and management of double taxationTax lawyers in Bordeaux, Paris and Hossegor

1- Analysis of the personal and professional situation

We carry out a comprehensive analysis of the client’s situation in order to determine their tax residence, including:

• Review of personal, family and economic ties in each country;
• Analysis of professional activities and sources of income;
• Review of the ownership of real estate and movable assets;
• Assessment of the risks of tax recharacterisation.

2- Determining and securing tax residence

We assist our clients in determining and securing their situation, including:

• Identifying the State entitled to tax;
• Preparing supporting documentation for the tax authorities;
• Coordinating with the French and foreign tax authorities;
• Assistance with filing formalities;
• Preventing tax disputes relating to residence.

3- Managing double taxation situations through the analysis of international tax treaties

We examine the applicable tax treaties in order to avoid or reduce double taxation, including:

• Analysis of bilateral treaties covering income, capital gains and inheritance;
• Determining tax credits and relief mechanisms;
• Identifying risk situations and tax optimisation opportunities.

4- Tax optimisation and security

We advise our clients on structuring their income and investments so as to limit double taxation, including:

• International tax planning for business and investment income;
• Optimisation of cross-border financial flows and investments;
• Assistance in choosing jurisdictions and structures for international activities;
• Coordination with foreign advisers to secure the tax position.

5- Handling disputes and remedies in cases of double taxation

We assist our clients in resolving conflicts or disputes relating to double taxation, including:

• Representation before the French and foreign tax authorities;
• Preparing appeals and mutual agreement procedures;
• Assistance in the mediation and arbitration procedures provided for by tax treaties;
• Defending the client’s rights before the competent tax courts.

6- Long-term prevention and security

Our firm supports its clients over the long term in order to prevent the risks associated with tax residence and double taxation, including:

• Setting up international tax monitoring processes;
• Legal and tax monitoring of legislative changes in the jurisdictions concerned;
• Coordination with the client’s other advisers (lawyers, foreign tax advisers, family offices);
• Supporting individuals and executives in international mobility situations.