Wealth enhancement and transfer of assets in a tax-optimized way are legitimate goals. The means to achieve these goals depend on the current structure of assets, family composition and objectives sought.
AREAS OF EXPERTISE
– Management and tax optimization of investments in securities and corporate entitlements (taxation of interest and dividend income and taxation of capital gains)
– Management and tax optimization of real property (whether furnished or unfurnished and whether owned directly or by a pass-through entity)
– Management and tax optimization of legal schemes which offer tax incentives (overseas investments, Robien, Borloo, Scellier, historical monuments, PEP, PERP, life insurance policies)
– Management of the overall ceiling of tax incentives, management the overall capping of direct taxes (former tax shield) and capping of wealth tax
– Delocalization of assets and people abroad
– Transfer of assets without consideration (gift and inheritance)
– Transfer of assets with consideration (sale, noncash contribution)
