Legal advice for real estate investment and taxation Lyon

Our real estate department is structured in two poles: the expertise of the market value of properties goods and the property dealing in France.

Expertise of the market value of properties in France

Our firm is a member of the Chamber of Real Estate Experts of France (CEIF). As such, our certified esate appraisal expert is able to carry out appraisals of the market value of real estate in France.

These expertises are carried out within the framework, in particular:

• The annual real estate wealth tax declaration (IFI);
• A property donation project;
• Filing of an inheritance tax declaration;
• Counter arguments in the context of a tax adjustment by the Frenhc tax authorities of the value of a property (3% tax on resl estate held by legal vehicles, inheritance tax,n donation tax, registration duties and others);
• transfer project to a third party or to members of the family;
• Divorce;
• sale of shares in a real estate company by one or several shareholders.

Agent in real estate transactions.

CM-Tax lax firm and its team of English speaking French legal and tax advisors handle the whole sale process of real estate in France for its French and foreign clients, as an agent in real estate transactions in France.

As a member of the Association of agent lawyers in real estate transactions in France (AAMTI - Association des Avocats mandataires en transactions immobilières), we offer the same exposure to your asset as any real estate agent as well as the strength of the network.

This service offers clients complete legal and tax support and dual expertise, that of a real estate professional and that of a legal expert, in order to secure the sale of the property.

It is also part of the permanent relations established with our customers.

In this context, the firm's mission is as follows:

• Valuation of the property;
• Constitution of the legal file: documents and documents that will be necessary for the drafting of the pre-sale agreement and the notarial deed;
• Identification of any possible difficulties in order to anticipate them;
• Communication for the marketing of the property (websites, panels, professional photo reportage);
• Organization of visits;
• Checking of the legal and financial capacities of potential buyers;
• Negotiation of sales conditions;
• Monitoring of deadlines and the progress of the file with the various parties (diagnosis, banker, notary, tax representative for non-European residents);
• Optimization of the capital gain tax liability;
• Tax and property asset advice;
• If necessary, representation on the day of the signature of the final deed before the notary.