Taxation of assets

Protecting and passing on assets

Our team provides our clients, company managers or private clients, with appropriate and cross-disciplinary tax expertise in structuring and transferring their assets.

Our lawyers specialised in personal and wealth tax advise their clients on all issues related to personal taxation, in coordination with various actors (accountants, notaries, private banks, etc.).

In an international context, our lawyers can rely on the experts of BDO's Global Private Client Services network to advise and support our clients.

Examples of service offers:

• Management and organisation of the transfer of assets (donations, estate planning)
• Advice on company transfers
• Assistance concerning the reporting obligations of managers and private clients (income tax, real-estate wealth tax, exit tax, etc.)
• Tax analysis / optimisation of French and international financial and real-estate investments
• Advice during the acquisition of real estate in France or abroad
• Assistance in matters of tax inspections and tax litigation