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 dowry: why it’s essential for maximizing your donations
In France, the average age at which people inherit is now 50, compared to 30 in 1900. This is a result of the increase in
Cross-ownership of SCI shares: The ultimate tool for protecting a domestic partner
Introduction In France, cohabiting partners are vulnerable in the event of death because, unlike in marriage or a PACS,
Special provisions regarding a gift: gradual gift and residual gift
A gift is a fundamental legal and estate planning tool that allows individuals to organize the transfer of their assets during their lifetime. While a simple gift (whether in full ownership or in separate parts) is the most commonly used option, there are other types of gifts that can be tailored to meet a variety of objectives in estate planning.
Business Leaders: Plan Ahead for the Exit Tax to Ensure a Smooth Transition
Should you leave France before selling your business to take advantage of favorable tax rates abroad? France and taxes: a famous pairing… and even abroad, the tax authorities may still catch you off guard!
Business Owner: Why pay taxes on income you don’t need?
As a business owner, you have control over your compensation. However, whether because your personal investment warrants it or because you wish to separate your profits from the operating company, you may pay yourself income (such as management fees or dividends) that you do not actually need. As a result, you end up paying taxes and social security contributions on income that is not necessary for you. In this article, we provide you with the keys to addressing this issue.
Furnished rentals: What if the LMP were your next step?
Less well-known than the LMNP, the Professional Furnished Rental Status applies, under certain conditions, to individuals who derive significant income from their furnished rentals. From tax regimes to capital gains calculations and exemptions, this article covers the key aspects of this status.
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