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 Impatriate Tax Regime in France: Exempt up to 50% of compensation from income tax!
This case study explains how Mr. X, who has moved from the United Kingdom to take a job at a company based in France, will save tens of thousands of euros a year over the next eight years thanks to the implementation of the impatriate tax regime.
Transmission: What if art had more than just aesthetic value?
This case study explains how Mr. X can optimize the transfer of his art collection to his children, saving over €100,000 in the process!
Selling property held through an SCI: a smart move to minimize your tax bill!
This case study presents an opportunity for Mr. and Mrs. Patrimoine to save €52,000 on the sale of a real estate asset held by an SCI in which they are equal shareholders.
The question is simple: should Mr. and Mrs. Patrimoine sell their shares in the SCI or sell the property owned by the SCI?
In both cases, the applicable tax regime is that governing capital gains on real estate for individuals. However, while the rule is the same, the factors to be taken into account when determining and taxing the capital gain differ.
Taxation of Non-Residents: How Can You Cut Your Investment Income Taxes in Half?
This case study explains how Mr. A will cut his tax bill on investment income in half.
How can you reduce the taxes associated with the transfer of real estate by 66%?
This case study explains how Mr. and Mrs. Y., both 52 years old, will save over €300,000 in estate taxes for their two children simply by timing their gift correctly!
THE DANGERS OF A RIGID AND UNMANAGED SUCCESSION PLAN
This case study examines the risks faced by an heir when the estate planning initially established by the parents becomes ineffective due to changes in the family’s financial situation.
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