June 22, 2026
The United Arab Emirates offers one of the most attractive tax regimes in the world for individual tax residents: zero income tax, zero dividend tax, zero taxation […]
May 7, 2026
A few weeks ago, a client contacted me with a classic but critical problem. He had just received a buyout offer for his cybersecurity company for 8 million euros. […]
May 7, 2026
A sale-exile is the coordinated combination of a business sale and a transfer of tax residence, structured to minimize cumulative tax burdens. Three models predominate: the sale in France before […]
May 5, 2026
Discover how European non-resident SCPIs can optimize your assets abroad with competitive returns. Read more!
May 5, 2026
Discover how to successfully invest in SCPIs from Dubai. This practical guide will help you easily optimize your real estate portfolio.
May 4, 2026
A tax-compliant expatriation requires 14 to 18 months of preparation. The optimal timeline for a departure aimed at securing the applicable tax regime before the May 2027 presidential election involves a […]
April 3, 2026
Definition, criteria and implications of non-resident tax status: discover how to identify your situation and optimize your assets internationally.
April 3, 2026
Discover the types of tax optimization for expatriates and wealthy families in 2026: wealth structuring, non-residence, holdings and tailor-made strategies according to your profile.
April 3, 2026
In summary… The transfer of large sums of capital in 2026 can no longer rely on simple legal allowances. For significant estates, tax and legal optimization requires a hybrid structure: use […]
April 1, 2026
Choosing the right legal structure for relocating your assets abroad is a major strategic decision. Between foreign holding companies and companies in tax-advantaged jurisdictions, the options are numerous and complex. […]
March 25, 2026
A few weeks ago, a client, the head of a mid-sized company in Lyon, contacted me about the upcoming "tax burden." His concern? His asset holding company, which serves as the central hub for his investments. […]
March 24, 2026
In summary… In 2026, leaving cash sitting idle in a holding company's current account is a poor asset management strategy. Between persistent inflation and market volatility, optimization relies on… […]
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 […]
March 23, 2026
In summary… The trade-off between dividends and salary isn't an accounting decision, it's a lifestyle choice. In 2026, prioritizing salary will secure your social security and retirement, while the […]
March 16, 2026
Complete 2026 guide for non-resident tax returns: detailed workflow, mandatory forms, Exit Tax optimization and expert support for wealthy expatriates.
March 16, 2026
Discover the new IFICI and NHR 2.0 schemes in Portugal in 2026. Complete guide to eligibility criteria, tax advantages and optimization strategies for expatriates and wealthy families.
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 […]
