Taxation
Advising businesses, their leaders and families at every stage of their story
All our areas of expertise
STRUCTURING STRATEGIC TRANSACTIONS
Major transactions
We work alongside businesses to structure and implement their high-stakes transactions: acquisitions, mergers, internal reorganisations and the creation of holding companies.
Our approach is designed to build tax-efficient group structures and intra-group flows.
Real estate
Property investment by non-residents and French residents
We advise on structuring acquisitions, including the choice of holding vehicle (direct ownership, SCI, foreign company) depending on the objective: personal use, rental investment, serviced accommodation, etc.
We assist with the related tax filing obligations: IFI (French real estate wealth tax), rental income, capital gains, the 3% annual tax on French property held through entities, etc.
Finally, we manage the tax implications of financing, holding and selling real estate assets.
Comprehensive wealth planning
Structuring the business owner’s personal and business wealth
We advise on all aspects of wealth planning, in particular structuring contributions of assets, lifetime gifts and family succession.
We also help align business and personal assets, and ensure that companies are held and passed on in a tax-efficient way.
REWARDING THE COMMITMENT OF EXECUTIVES AND KEY TALENT
Executive remuneration & management packages
We design and implement remuneration arrangements aligned with the company’s performance and strategy: tax and social security structuring of executive pay, management packages (BSPCE, free shares, etc.), and forward planning of the tax and social security treatment of gains.
STRUCTURING BUSINESS SALES AND SUCCESSION
Business sales & succession
We advise business owners and shareholders on preparing and implementing the sale or succession of their business, structuring the transaction (share deal or asset deal) and designing suitable reinvestment and holding structures.
We also help secure intergenerational transfers, in particular through Dutreil agreements (the French tax regime for family business transfers), working closely with financial advisers and notaries.
DAY-TO-DAY TAX
Ongoing corporate tax advice
We support business leaders and their teams with their day-to-day tax matters, providing responsive, robust solutions tailored to their business.
Our work covers corporate tax and profit distributions, the review and documentation of intra-group flows, assistance with tax audits and disputes, and keeping clients up to date and compliant with legislative and regulatory changes.
your tax law expert
Melissa Loncarevic
Admitted to the Paris Bar and a Solicitor of England and Wales, I have spent nearly 20 years advising business leaders, family-owned groups and non-French-resident families on structuring their tax and wealth affairs and defending their interests, including in tax audits and disputes.
