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.

We intervene in particular in terms of :

Wealth taxation

  • Wealth audits
  • Family governance and family charters
  • Cryptocurrency
  • Philanthropy
  • Real estate taxation (investments, real estate OBO, OPPCI)
  • Personal tax returns

Transmission and estate planning

  • Pre-sale transactions (pre-sale donations, contributions and disposal transactions)
  • Setting-up of transmissions under the Dutreil Pact
  • Wealth structuring operations with leverage (LBO, OBO, FBO)
  • Life insurance

International assistance

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

Pre-litigation & litigation

  • Requests for advance rulings
  • Ensuring the compliance of tax positions (internal and off-shore)
  • Assistance with tax inspections (ESFP, visits and seizures, etc.) and tax litigation
  • Assistance in the settlement of complex/conflicting estates
  • Assistance in complex criminal proceedings relating to tax matters

Rankings of the department

  • CHAMBERS FRANCE 2025
    • Tax : Band 6
  • LEGAL 500 EMEA 2025
    • in Tier 5 in Tax
  • PALMARES DU DROIT PARIS 2025
    • Wealth law : Golden Trophy

* PALMARES LE POINT 2025

    • Tax law : ⭐⭐⭐⭐⭐
  • DECIDEURS 2025
    • Wealth taxation : Unbeatable
    • Wealth Management - Litigation and Pre-Conflict Assistance : Excellent
  • PALMARES DU DROIT LYON 2024
    • Tax : Golden Trophy

News

Chambers and Partners 2026 rankings

DELSOL Avocats is proud to be listed in 6 Chambers and Partners 2026 rankings : Construction - Band 3 Corporate/M&A : Mid-Market - Band 2 Corporate/Commercial Litigation : Highly Regarded - Band 2 Pharma/Life sciences - Band 3 Tax - Band 6 General Business Law - Spotlight In addition to these collective rankings, Jeanne BOSSI MALAFOSSE...

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The new double tax treaty between Belgium and France will not come into force any time soon

Belgium and France signed a new double taxation treaty on 9 November 2021, which will replace the current treaty dating back to 1964. It is still a long way from coming into force. It should be noted that, on the Belgian side, the treaty was signed by the federal government and five regional and community governments. In Belgium, the treaty...

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The Belgian New Capital Gains Tax on Financial Assets

The federal government is asking the wealthiest individuals (“with the broadest shoulders’) to make an additional contribution in order to reduce the budget deficit. This will be done in particular through a capital gains tax on financial assets. The text underwent numerous adaptations, amendments and renegotiations throughout 2025. Due to the...

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2026 Best Law Firms ranking

DELSOL Avocats is delighted to have been included in 35 categories in the first edition of the Best Law Firms™ – France rankings (by Best Lawyers). Biotechnology and Life Sciences Practice Construction Law Corporate Law Information Technology Law Insolvency and Reorganization Law Litigation Mergers and Acquisitions Law Private Equity Law Real...

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