Transfer of residence
The expertise of the firm is regularly sought by entrepreneurs and families in the context of their international mobility. In close collaboration with our foreign correspondents, we assist our clients in all the steps of their project to secure the tax and patrimonial consequences related to the transfer of their tax residence.
For relocations outside France:
- Management of tax residence conflicts and application of international tax treaties
- Strategy and formalities related to Exit-Tax in France
- Estate planning strategies in the host country
- Anticipation of the tax treatment of the various sources of income to avoid cases of double taxation: interest, dividends, capital gains on the sale of securities, business income…
For relocations to France:
- Pre-immigration planning: reorganisation of movable or real estate wealth; review and adaptation of the existing estate planning…
- Implementation of the impatriate tax regime for employees or corporate officers relocating to France
- Management of the cross-border aspects of the client’s wealth and income in collaboration with foreign advisors
- Immigration procedures: visas…
- Management of administrative formalities with French authorities
