Wealth law & taxation

Wealth law & taxation

The Wealth law & taxation department assists company founders, managers and families in the conduct of their strategy of acquisition, disposal and wealth securing and optimisation.

Lawyers

Managed by Mathieu LE TACON and Frédéric SUBRA, the Wealth law & taxation department assists company founders, leaders and families in the conduct of their strategy of acquisition disposal and wealth securing and optimisation : from their investment to their estate planning in a mostly international environment.

The department also assists its clients in the framework of day-to-day management and tax audits or disputes relating to their wealth.

We intervene in particular in terms of :

Wealth taxation

  • Wealth audits
  • Family governance
  • IR-IFI, Exit-tax declarations,
  • Philanthropy
  • Real estate taxation (investments, real estate OBO, OPPCI)

Transmission

  • Wealth structuring operations with leverage (LBO, OBO, FBO) and company disposals (pre-sale donations, contributions-disposal in 150-0 B ter)
  • Setting-up of transmissions under the Dutreil Pact
  • Estate planning
  • Life insurance

International assistance

  • Structuring of French and foreign wealth
  • Transfers of residence : expatriation, impatriations
  • Management of the Exit-Tax
  • Management of the 3% tax
  • Taxation of artists and of sports people
  • Trusts

Pre-litigation & litigation

  • Requests for advance rulings
  • Compliance of situations tax (internal and off-shore situations)
  • Assistance with tax inspections (ESFP, tax searches)
  • Assistance in the settlement of complex/conflicting estates
  • Litigation claims
  • Collection litigation
  • Tax litigation before any Courts

Rankings of the department

  • Trophées du Droit 2021 : Asset taxation – Golden award
  • LEGAL 500 Paris 2020 - Tier 5/5
  • DÉCIDEURS 2020 - Financial and tax strategies
    • Wealth taxation – Unbeatable 2/2
    • Wealth Management - Litigation and Pre-Conflict Assistance - Excellent