Case Studies
Explore our insights and advice on wealth management
Our Case Studies - Real-Life Situations, Practical Solutions
Wealth management analyses based on real-life scenarios, clearly explained to help you understand, make decisions, and plan for technical issues in the following areas:
legal,
financial and
tax-related.
Some are also written in English for our international clients.
Each article is based on a concrete and realistic case study drawn from actual situations encountered by our clients.
* Each case is anonymized and presented for informational purposes only. Since everyone’s financial situation is unique, these examples are not a substitute for personalized guidance.
The “days spent abroad” exemption under Article 81 A of the CGI: the little-known tax provision that can cut your tax bill in half
Here’s a fact that many employees are unaware of: if you regularly work outside of France on behalf of
New Tax on Wealth-Management Holding Companies: A Turning Point for Wealth Taxation?
Wealth taxation has been constantly evolving for several years. With the introduction of Section 7 of the Act of
The Jeanbrun Tax Provision: Depreciation and Property Income Are Now Compatible!
Following the drop in interest rates after the COVID-19 crisis, the supply of long-term rental housing
Micro-entrepreneurs and lump-sum tax payments: watch out for the thresholds!
When starting a self-employed business, choosing the right legal and tax status is a crucial step. Between a micro-enterprise,
Disability Savings: This little-known life insurance policy designed for people with disabilities
A life insurance policy. A tax deduction. Favorable estate tax treatment. All these benefits combined in a single plan and
2026 Social Security Reform
2026 Social Security Reform: Learn how the impact varies depending on the type and date of acquisition of your investment income.
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