March 31, 2026
In summary… Managing assets spread across multiple countries presents a major challenge for expatriates and wealthy families. Between the risks of double taxation, conflicting inheritance laws, and complex tax regulations, a […]
March 30, 2026
Expatriate executives: discover how to secure and maximize your international assets through wealth management strategies tailored to your complex tax situation.
March 26, 2026
Many expatriates believe that managing their international real estate assets is a simple administrative formality. The reality reveals a tax and estate planning complexity that is often underestimated. Between the IFI (French wealth tax) threshold set at 1.3 […]
March 24, 2026
«Marc, if you sell directly, you’ll be writing a check for 1.5 million euros to the Treasury tomorrow. If we go through a holding company, that 1.5 million works for […]
February 6, 2026
In summary: Key takeaways Understanding the Exit Tax: The mechanics of French taxation Why does France tax your departure? The Exit Tax is not simply a penalty […]
February 4, 2026
For an expatriate, comparing income-generating SCPIs shouldn't stop at the gross distribution rate. The major issue is tax-related: European SCPIs (invested outside of France) allow you to avoid... […]
February 4, 2026
In summary… Expatriation transforms your assets into an equation with several legal and tax unknowns. A wealth management advisor specializing in expatriates and non-residents is essential to navigate the complexities of bilateral agreements and avoid pitfalls. […]
February 4, 2026
In summary… Expatriation to Dubai offers an exceptional tax environment (0% income tax), but it constitutes a «high-risk leap» in the face of the French administration. Without a clean break from the […]
January 30, 2026
In summary / TL;DR… Article 4B of the French General Tax Code (CGI) defines the rules that determine whether you are a tax resident in France. It is based on four alternative criteria: one […]
