PERSONAL TAX AND WEALTH PLANNING

ATB Law, Tax Law firm, advises French and foreign individuals on the French tax implications of financial, professional and real estate asset management in a local and/or international context.
Our team of lawyers and tax advisors will help you to anticipate and optimise the management and transfer of your personal and business assets in accordance with the current rules and principles of French tax law.
Optimising the management, protection and transfer of your personal, real estate, financial or business assets is at the heart of our practice as a law firm dedicated in particular to personal taxation and the taxation of assets.
Our lawyers and tax advisers also have in-depth experience of dealing with global mobility issues for impatriate, expatriate and seconded employees, who can benefit from specific tax schemes in line with bilateral tax treaties and international social security agreements.

ATB Law, Tax Law firm, and its team of French and English-speaking tax experts and lawyers have extensive legal and tax expertise in the following situations:

• Tax residency issues and their impact on the taxation of your assets and income
• Assistance with transferring tax residence to or from abroad, taking into account impatriation and expatriation regimes and the tax consequences over the longer or shorter term (capital gains tax, real estate taxation, exit tax, real estate wealth tax).
• Wealth planning and optimisation of wealth and tax management in line with your objectives 
• Support and planning for international successions and asset transmissions
• Real-estate acquisition projects in France and the short-, medium- and long-term implications of the various structures that may be considered. Our priority is to ensure that your priorities are met (in terms of financing, occupancy of the property, inheritance) in line with your personal situation.
• The tax reporting requirements derived from real estate and professional investments, as well as tax incentive schemes
• Filing income tax returns, real estate wealth tax (IFI) returns, trust returns (annual and periodic), gift and inheritance tax returns, real-estate capital gains tax returns and declarations of use of real estate assets.
• Analysing and estimating the tax implications of real estate investment projects, depending on their financing and investment structure
• Tax audits and tax litigation. It is key to determine the available alternatives and the associated probability of success, in order to deploy a strategy in line with your objectives.
• Support for employees with global mobility issues (secondment, impatriation, expatriation, applicable social and tax legislation, tax equalization)

Our lawyers and tax advisors provide legal and tax expertise so that together we can define an optimised tax and wealth engineering strategy in line with your objectives and in close collaboration with your other advisors (notaries, chartered accountants, wealth management advisors, real estate agents and brokers).

Our customers testify