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