The Balmont blog
International Tax & Wealth Management News
April 18, 2026
April 18, 2026
Understanding international estate planning: tools, tax challenges and strategies for expatriates and wealthy families wishing to secure their inheritance.
April 18, 2026
April 18, 2026
Understanding French taxation for non-residents: rates, wealth tax, capital gains, tax treaties. A complete 2026 guide to optimize your wealth management situation.
April 18, 2026
April 18, 2026
Tax optimization for expatriates: tax residence, Exit Tax, holdings and key destinations to secure and grow your international assets in 2026.
April 18, 2026
April 18, 2026
Discover how to structure, protect and optimize your international assets: taxation, tax residency, inheritance and legal tools tailored to expatriates and wealthy families.
April 9, 2026
April 9, 2026
Discover what wealth engineering is, its key tools (holding company, SCI, Dutreil agreement) and how it optimizes the wealth of expatriates and wealthy families internationally.
April 2, 2026
April 2, 2026
For a self-employed professional or a business owner, choosing the right wealth management strategy is never a simple decision. Between tax pressures, inheritance issues, international mobility, and constant change, the challenges are numerous. […]
March 31, 2026
March 31, 2026
In summary… The Swiss lump-sum tax is often presented as a miracle solution for wealthy expatriates. However, this system includes strict conditions and does not exempt all types of assets. Between the tax […]
March 27, 2026
March 27, 2026
Expatriation radically transforms the management of your assets. Between tax treaties, exit tax and international investments, you navigate a legal labyrinth where each decision can cost tens of thousands of euros. […]
March 26, 2026
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 25, 2026
March 25, 2026
Let's take a hypothetical example: a manager of a Lyon-based mid-sized company uses his asset holding company as the cornerstone of his real estate and financial investments. The 2026 Finance Act puts it in his sights: […]
March 24, 2026
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
March 24, 2026
Selling directly means paying capital gains tax immediately. Contributing the shares to a holding company first defers this tax and allows the corresponding amount to be invested. Let's take an example. […]
March 23, 2026
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
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
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.
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