The Balmont blog

Pinel ended, Housing recovery, land deficit, LMNP, Denormandie: what exists on 24/10/2026 and what the firm should show you.

Notary, accountant, tax lawyer, wealth management advisor: who does what, how do they coordinate, and seven questions to ask a firm.

Specialty, status, remuneration: the three criteria that matter more than the address, with appointments in Lyon or via videoconference and remote follow-up.

The checklist that can be verified in ten minutes: ORIAS, categories, association, independent or not, remuneration, letter of assignment, mediator, and eight questions to ask.

2026 allowances, 15-year retroactive payments, family cash gifts, split of ownership, assurance-vie, Dutreil pact: what a wealth management advisor in Lyon calculates, and what the notary drafts.

Who is an expatriate, tax regime (duration, exemptions), IFI limited to French assets, health and retirement: what a wealth management firm in Lyon does for you.

Returning to France after expatriation: tax residence, foreign accounts to declare, repatriation, checklist for the first 12 months and choice of advisor in Lyon.

Tax residency, exit tax on securities, deferral to request 90 days before the transfer, contracts and retirement: the timeline of a departure and what a firm must coordinate.

What is the purpose of a family holding company, what does the parent-subsidiary regime say, what questions should be asked before creating one, and what is the exact role of a consulting firm in relation to a lawyer and an accountant?.

PER, land deficit, gifts, SMEs, IFI: what can be legally optimized, with the official 2026 figures, the €10,000 ceiling and what to demand from an advisor.

Doctor or self-employed professional in Lyon: read your pension fund, smooth out irregular income, prepare for the transfer of your patient base and calculate your insurance coverage.

To invest in SCPI in Lyon: what is the purpose of an advisor, what are the fees and exit deadlines, what is the taxation of rents, and what documents are required according to the AMF.

What to expect from a firm in Lyon for a Luxembourg assurance-vie policy: ORIAS registration, level of advice, entry fees, entry ticket and declaration of the foreign contract.

Remote monitoring from abroad: video conferencing, electronic signatures, assurance-vie, sales calls, foreign accounts. What is permitted.

Business transfer in Lyon: who does what between lawyer, accountant, notary and wealth advisor, in what order, before signing.