Tax consulting

Our practice

The tax Department provides long-term advice to private clients (families, shareholder-managers, entrepreneurs), corporate groups and private equity investors on the full range of structuring issues affecting them, in both domestic and international environments.

We also advise various private equity operators and private banking professionals on behalf of their own clients on high-stakes issues (funds, banks, multi-family offices, trustees).

Reliable and committed to rigorously protecting the interests of our clients in a global environment where security is paramount, our highly experienced team boasts cross-disciplinary skills integrating complex financial and legal issues, as well as a perfect knowledge of tax authorities.

Our scope of action:

Wealth taxation and private clients

  • Legal and tax engineering for the organization and transfer of private and professional assets (French and foreign holding companies and ad hoc vehicles, corporate governance, intra-family donations, estate planning, “Dutreil mechanisms”)
  • Legal and tax structuring of investments (real estate, private equity, holdings and other interests)
  • Impatriation/expatriation, exit tax, tax residence and tax treaties
  • Trusts
  • Philanthropic projects
  • Personal tax returns and tax representation
  • Rescripts

Real estate taxation

  • Operations of developers, property dealers, real estate companies
  • Transfer duties, VAT, 3% tax, property wealth tax
  • Leisure real estate, furnished rentals, co-living, hotels, para-hotels
  • Rescrits

Corporate taxation

  • Mergers, demergers, partial contributions of assets and other capital transactions
  • Group structuring, holding companies, cash flow structuring
  • Headquarters transfers in France and abroad
  • Tax consolidation
  • Group restructurings, joint ventures and reorganizations
  • Rescrits

Transactional taxation

  • Private equity taxation (structuring, financial charges, VAT, tax consolidation)
  • Taxation of composite securities
  • Management packages
  • Due diligence

Our other areas of tax expertise