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.
Estate allocation: a little-known tool for reducing the tax burden on heirs
In the face of increasingly burdensome estate taxes, certain strategies can help optimize asset transfers, even without making an advance gift. This is the case with asset segregation, a mechanism that is rarely used but highly effective when properly implemented.
Tax Returns and Children: How Can You Minimize Your Income Tax by Claiming Your Child as a Dependent?
Do you have children and want to minimize your income tax? Tax-exiting your children might be the solution! In this article, you’ll find the key points to consider when deciding whether this approach is right for your situation.
2025 Tax Return: Key Points to Note
Since April 10, you’ve been able to file your tax return online through your personal account on the impôts.gouv website. However, several factors can affect your return, such as changes in your circumstances, one-time income, or errors that could result in significant additional tax liabilities. Here’s a summary of the key points to check when filing your tax return this year.
Tax Deduction Limits: Pitfalls to Avoid
Tax credits and tax deductions allow taxpayers to reduce their tax liability, provided they fully understand the rules governing them. This is because these tax benefits are subject to several caps. If not properly planned for, they can result in the loss of some of the expected benefits.
The Differential Tax on High Incomes: This tax change could affect your wealth management strategy
The long-awaited 2025 budget bill, passed on February 15, introduces a new tax: the Differential Tax on High Incomes (CDHR). Who is affected by this measure? How much additional tax will this entail for taxpayers? What are the implications for your tax planning strategy? We address all these questions in this article.
The Secrets of Capital Reduction: How to Earn More While Paying Less
The issue of cash recovery by a company’s shareholders is a key concern in estate planning. Among the possible solutions, a capital reduction not driven by losses stands out as a relevant alternative that is underutilized compared to dividend distributions.
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