International inheritance planningTax lawyers in Bordeaux, Paris and Hossegor

1- Analysis of the international succession situation

We carry out an in-depth analysis of the succession situation in order to identify the applicable rules and the associated risks, in particular:

• Determination of the applicable rules of private international law;
• Analysis of the tax residence of the deceased and the heirs;
• Identification of assets located abroad and their tax treatment;
• Review of international tax treaties on inheritance;
• Characterisation of double inheritance taxation issues.

2- International succession planning and structuring

We support our clients in anticipating and organising their succession in an international context, in particular:

• Advice on the choice of law applicable to the succession;
• International wealth structuring (companies, holding companies, split ownership (démembrement), life insurance);
• Optimisation of international inheritance taxation;
• Support in drafting testamentary provisions with an international dimension;
• Coordination with notaries and foreign advisers.

3- Support with the opening and settlement of international estates

We assist heirs, beneficiaries and executors at every stage of the settlement of international estates, in particular:

• Assistance upon the opening of the estate;
• Determination of the applicable gift and inheritance taxes (droits de mutation à titre gratuit);
• Coordination with the French and foreign tax authorities;
• Securing inheritance reporting obligations;
• Support with the division and transfer of international assets.

4- Taxation of international estates

Our firm advises on all tax issues relating to international estates, in particular:

• Determination of the taxable base in France and abroad;
• Application of exemptions, allowances and tax credits;
• Prevention and handling of double taxation situations;
• Assistance with tax audits relating to international estates.