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 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.
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.
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