Estate law
Our services in estate law in France
Estate and property law, France
The English speaking team of French legal and tax advisors of our Estate and Property law department, based in Lyon and Marseille but operation throughout France offers each of its clients long-term consulting services, in order to enable them to manage and transmit their assets serenely.
Unlike many stakeholders in this field, our support is carried out in complete independence and thus allows the implementation of recommendations perfectly adapted to each profile (investors, individuals, business leaders).
Our firm prepares and submits on behalf of its French and foreign clients, the declarations of income and real estate assets (IFI - French real estate wealth tax).
These annual obligations also make it possible to take stock, with each client, of the evolution and structuring of their assets in order to ensure that the latter correctly meets the defined objectives.
CM-Tax law firm also handles the drafting and establishment of inheritance tax declarations in France, for both French and international clients.
The team intervenes and supports in particular in the following areas:
CM-Tax law firm intervens in the implementation of tools alllowing the management and transfer of family assets in France, in simple or complex situations, with in particular:Assistance with real estate investments in France
CM-Tax law foirm provides its clients with a comprehensive support and assistance in their real estate investments in France:
Unlike many stakeholders in this field, our support is carried out in complete independence and thus allows the implementation of recommendations perfectly adapted to each profile (investors, individuals, business leaders).
Estate and property audit
Our English speaking team of French legal and tax advisors proposes carrying out a detailed audit in four stages presented in a summary document:- Formalization of the client's goals;
- Analysis: legal and tax inventory of the client's situation.Highlighting the strengths and weaknesses, opportunities and risks of the asset structure;
- Recommendations: concrete indications of the actions to be taken to achieve the defined objectives;
- Monitoring and implementation of actions, liaising with the other professionals involved in France or abroad (notaries, accountants, wealth management consultants).
Support with respect to tax reporting obligations
Our firm prepares and submits on behalf of its French and foreign clients, the declarations of income and real estate assets (IFI - French real estate wealth tax).These annual obligations also make it possible to take stock, with each client, of the evolution and structuring of their assets in order to ensure that the latter correctly meets the defined objectives.
CM-Tax law firm also handles the drafting and establishment of inheritance tax declarations in France, for both French and international clients.
Establishment of family protection schemes
CM-Tax law firm supports its clients in their objective of protecting their family by offering solutions adapted to each profile (single-parent, traditional or blended families).The team intervenes and supports in particular in the following areas:
- Choice of matrimonial regime (choice of primary regime or change of regime);
- Drafting of PACS (civil partnerhip agreement);
- Implementing the necessary tools to protect the surviving spouse;
- Drafting of wills;
- Anticipation of the risk of future dependency or demise, in particular with the drafting of a mandate for future protection ou a posthumous management mandate.
Implementation of wealth management tools in the context of complex situations.
CM-Tax law firm intervens in the implementation of tools alllowing the management and transfer of family assets in France, in simple or complex situations, with in particular:
- Drafting of an agreement aimes at managing assets held in joint ownership;
- Creation of an appropriate legal structure (e.g. civil management company - SCI) allowing simplified management of assets in France when held, in particular, between parents and children.
Assistance with real estate investments in France
CM-Tax law foirm provides its clients with a comprehensive support and assistance in their real estate investments in France:- Determination of investment schemes: directly or via an appropriate legal structure;
- Determination of the most suitable tax regime taking into account the short and medium term objectives of the client as well as the structure of the existing assets;
- Assistance with the declaration of property income.
CM-TAX CAN HELP YOU COMPLETE YOUR "DON MANUEL" GIFT DECLARATION
Reporting a gift donation ("don manuel") to the tax administration is not mandatory. However, there are some special cases in which making a declaration is necessary or useful :
In the event of the death of the donor, declaring the gift donation is required in order to complete the declaration of inheritance.
If you are subject to a tax audit, it is also important to declare it in order to explain the origin of the sum of money or object in question. Moreover, declaring the donation makes it possible to fully benefit from the tax deduction renewed every 15 years.
So, it is not mandatory to report these donations to the tax authorities, but it is nevertheless recommended for the reasons stated above.
CM-Tax law firm, based in Lyon and Aix en Provence, assist his clients all over France especially in Nice, the French riviera and Paris and advice to complete your gift declaration.
In the event of the death of the donor, declaring the gift donation is required in order to complete the declaration of inheritance.
If you are subject to a tax audit, it is also important to declare it in order to explain the origin of the sum of money or object in question. Moreover, declaring the donation makes it possible to fully benefit from the tax deduction renewed every 15 years.
So, it is not mandatory to report these donations to the tax authorities, but it is nevertheless recommended for the reasons stated above.
CM-Tax law firm, based in Lyon and Aix en Provence, assist his clients all over France especially in Nice, the French riviera and Paris and advice to complete your gift declaration.
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PREPARING FOR THE TRANSFER OF YOUR ASSETS
The transfer of your assets (property, business, shares and stocks..) requires both fiscal and legal considerations.
The asset transfer strategy must take into account the original situation of each case, including family, professional, and fiscal considerations.
The transfer of assets is organized upstream and may take many forms in France.
CM-Tax law firm, with offices in Lyon and Aix-en-Provence, can help you to define a tailor‑made strategy according to your objectives and specific circumstances so that the transfer of your assets can take place under the best conditions in terms of taxation and security.
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