Today, the tax choices made in relation to the creation, structuring and transfer of assets are crucial. This is the case, for example, in connection with:
We support you in your decision making on the basis of our expertise in the handling of complex cases and our regular dealings with the tax authorities and the main tax lawyers' associations (IFA, IACF, etc.).
Whether passing on a business to one's children or selling it in whole or in part to a third party, the project must be planned in advance and requires expertise in the financial, legal and tax fields.
That is why we have developed a network of partners (financial advisers, chartered accountants, bankers, notaries, etc.) that allows us to offer you comprehensive support.
This covers both the analysis phase (analysis of your professional and personal project, asset and tax review, etc.) and the execution phase (legal and financial audit, drafting of legal and tax documentation, negotiation, etc.)
We take into account the various legal mechanisms that allow for tax optimisation.
Employee share ownership mechanisms, traditionally implemented by large listed groups, are now widely used in the field of private equity, to align the interests of managers and executives with those of financial investors (investment funds, business angels).
Alongside the classic legal mechanisms (bonus share allocation plans, stock options), there is now a range of legal tools (BSPCE, BSA, preference shares) that enable developing companies to retain their teams, by giving them the possibility of acquiring a share of the future capital gain, while limiting their payroll costs.
Each of these schemes has its own particularities in terms of:
We support you in the selection, implementation and monitoring of your employee share ownership plans while ensuring a secure tax framework, as share ownership plans are the subject of particular scrutiny by the Public Finances Directorate General (DGFIP).
Investment in real estate, whether private or professional, is at the core of most wealth management strategies.
It is therefore essential to choose the right legal structure for the acquisition: acquisition directly or via a company (family SARL, SCI, or even a commercial company).
The choice of the structure and its tax regime will depend on a number of criteria, such as the use of the property (private use or rental), the type of rental envisaged (furnished or unfurnished), the method of financing for the acquisition (own funds or bank loan), etc.
Above all, the analysis will have to take into account the various taxes that may result from the holding of real estate, namely: