The taxation of companies and their shareholders is a key driver to their success. In an era of regulatory instability, a sustainable tax strategy is a critical tool for growth, security and optimization.
Lobe Law provides both advisory and litigation services in the field of corporate and personal taxation.
Lobe Law has first-rate expertise advising shareholders and executives, particularly in situations of international mobility, on remuneration, profit-sharing, management packages and transfers.
Consulting a personal tax lawyer provides a comprehensive assessment of an individual’s tax and wealth situation. The lawyer identifies the relevant reporting obligations, evaluates the tax consequences of a planned transaction and recommends a strategy that complies with applicable regulations. This assistance may cover personal income tax, real estate wealth tax, estate planning, assets held abroad or a change in tax residence. A tax lawyer may also provide representation during a tax audit or in a dispute with the French tax authorities.
Legal personal tax optimisation begins with an assessment of the individual’s assets, income, family circumstances and future plans. A tax lawyer may review how assets are held and transferred, as well as the use of gifts, split ownership arrangements or schemes applicable to the transfer of a business. The purpose is to anticipate the tax consequences of each transaction, select an appropriate structure and ensure compliance with all reporting requirements and applicable tax rules.
Yes. A tax lawyer can assist with estate planning by anticipating the tax and wealth implications of the transfer. The lawyer reviews the composition of the estate, the beneficiaries’ circumstances and the client’s objectives. Different solutions may then be considered, including lifetime gifts, split ownership arrangements or, when a business is being transferred, the French Dutreil scheme. This planning helps structure the transfer and secure the proposed transactions.
A wealth tax lawyer may be consulted in connection with a gift, an inheritance, retirement, a business transfer or a wider reorganisation of personal assets. Legal advice may also be useful when dealing with the taxation of works of art, collections or crypto-assets, regularising undeclared foreign bank accounts or reviewing obligations relating to personal income tax, real estate wealth tax or exit tax. A tax audit may also be carried out to identify potential risks and matters requiring clarification.
A tax lawyer assists expatriates by assessing the tax and social security consequences of international mobility. This may include determining the individual’s tax residence, reviewing reporting obligations and anticipating whether exit tax could apply. Advice may also cover expatriation allowances, remuneration received in an international context and the consequences of cross-border remote working. This assistance helps structure the departure, the period spent abroad and, where relevant, the individual’s return to France.
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