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.
Tax Reform for Non-Professional Furnished Rental Property Owners (LMNP): A Major Change That Requires Further Analysis
The 2025 Finance Act was enacted on February 14, 2025, and introduced numerous changes to the world of wealth management, particularly for professional furnished rental property owners. In this article, learn about the intricacies of the new provisions in the 2025 Finance Act.
Business leaders: Don’t ignore the Dutreil Pact any longer!
Transferring a business to heirs or a successor can quickly become a headache, particularly due to the burden of taxation. In fact, inheritance or gift taxes can represent a significant financial burden, sometimes jeopardizing the long-term viability of businesses. The Dutreil Pact was established to address this issue. This article outlines the various situations in which this tax planning strategy is applicable.
Handling a tax audit with confidence: a step-by-step guide and practical tips for effective management
The French tax landscape has been undergoing constant change since 2017, marked by increased communication between various tax authorities and the rise of data mining. Although the factors that trigger tax audits often remain unclear, any taxpayer may find themselves facing this process.
This article explores the various stages of a tax audit and offers practical advice on how to handle the process with confidence.
Equity Securities: A Tax and Wealth Management Tool to Optimize Your Business Sales
Equity securities, combined with contribution-and-transfer arrangements and the parent-subsidiary structure, provide a powerful tax and wealth-building tool for entrepreneurs and investors.
By strategically leveraging these mechanisms, you can significantly reduce your tax burden while building a solid and sustainable wealth base.
The Mother-Daughter Arrangement: How to Reduce Your Corporate Tax Rate to 1.25%
The Parent-Subsidiary Tax Regime is a key provision of French tax law that allows for a significant reduction in the tax liability on dividends received by a parent company or holding company.
Investing in a Historic Landmark: A Legacy of Cultural Heritage and Tax Benefits
Investing in a historic landmark combines heritage preservation with tax benefits. This type of property offers unique opportunities, but requires a long-term commitment and careful management. Discover the keys to getting the most out of this investment, which offers significant cultural and financial value.
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