PRIVATE INDIVIDUALS

The firm also assists individuals with :

• Tax residence issues
• Assistance in transferring tax residence to or from abroad, taking account of impatriation and expatriation regimes
• Transferring assets and optimizing their management in line with the client’s objectives
• Property acquisition projects in France and the short, medium and long-term implications of the various structures that may be contemplated. This takes into account, as a priority, the client’s objectives (in terms of financing, occupancy of the property, future transfer)
• The tax obligations associated with investments and tax exemption projects
• Drafting of tax returns, particularly for income tax, real-estate wealth tax, trusts (annual and “event-related” returns), gifts and inheritance, capital gains on real-estate
• Analysis of real-estate wealth tax issues in relation to real-estate acquisition projects, depending on the financing involved
• Tax audits and tax disputes. The key here is to determine the possible alternatives and the associated chances of success, in order to deploy a strategy consistent with the client’s situation.