Legal advice property wealth tax in France Aix-en-Provence Marseille

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.

The new tax treaty concluded on May 11, 2022, between France and Greece was published by a decree on January 9, 2024; it entered into force on December 30, 2023.It replaces the tax treaty of August 21, 1963.This new tax treaty largely incorporates the provisions of the OECD model convention.A few...

A business or personal tax audit is a very important event, likely to have many repercussions in the life of a business, an individual or a family. Its duration and consequences may be brief or, on the contrary, spread over several years.Except in the case of advanced litigation, it is possible...

The French Ministry for the Economy and Finance announced on April 1st, 2020 that the deadline for filling the French personal income tax declaration, initially fixed April, 8th 2020, is postponed due to the Corona-virus lock-down situation.In case your French personal income tax return is filed...

Trusts, even if unknown by French civil law, is not ignored by French tax rules.The French tax specialist law firm CM-Tax and its team of English speaking French tax advisors, based in Lyon and Marseille but operating throughout France, advises and assists on all subjects relating to French tax...

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.