The Balmont blog
International Tax & Wealth Management News
May 13, 2026
May 13, 2026
In summary… The IFICI (Incentivo Fiscal à Investigação Científica e Inovação) regime replaced the Non-Habitual Residents (NHR) regime in Portugal as of January 1, 2024, following […]
May 13, 2026
May 13, 2026
Discover the multi-currency management procedure for expatriates to optimize your international finances and avoid tax losses. Click here!
May 13, 2026
May 13, 2026
Discover the tax residency criteria in France for expatriates. Avoid high taxes and optimize your financial situation!
May 13, 2026
May 13, 2026
Discover 3 SCPIs without social security contributions, optimize your investments in France with our detailed comparison.
May 13, 2026
May 13, 2026
Discover how to optimize your taxes with the PER for non-residents. Navigate the tax rules and maximize your retirement savings!
May 13, 2026
May 13, 2026
Discover how to avoid the non-resident LMNP tax trap. Protect your investments in France with our comprehensive and practical guide.
May 13, 2026
May 13, 2026
Discover how automated pre-asset analysis simplifies the management of your international wealth. Optimize your decisions now!
May 13, 2026
May 13, 2026
Discover the international asset holding structure: an essential guide for expatriates on the effective management of your assets abroad.
May 7, 2026
May 7, 2026
The Italian neo-resident regime (Article 24-bis of the Consolidated Tax Law, TUIR) allows individuals transferring their tax residence to Italy to declare all their foreign-sourced income. […]
May 7, 2026
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
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 7, 2026
May 7, 2026
The 2026 Exit Tax targets unrealized capital gains on company shares held by a taxpayer at the time of their transfer of tax residence outside of France, provided that their assets […]
May 7, 2026
May 7, 2026
«"Alexis, I have time, the elections aren't until 2027." That's the phrase I hear most often these days during my exit audits. My response is always the […]
May 7, 2026
May 7, 2026
TL;DR The deferral of payment of the exit tax (taxation of unrealized capital gains upon leaving France) is the key mechanism for avoiding immediate payment of the tax upon departure. Automatic Deferral […]
May 7, 2026
May 7, 2026
Discover the concrete advantages of Luxembourg assurance-vie for expatriates and wealthy families: tax neutrality, portability and enhanced security.
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