The Balmont blog
International Tax & Wealth Management News
May 6, 2026
May 6, 2026
Discover the different types of investments available to expatriates and optimize your assets. Benefit from practical advice tailored to your situation.
May 5, 2026
May 5, 2026
Discover how European non-resident SCPIs can optimize your assets abroad with competitive returns. Read more!
May 5, 2026
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
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 […]
May 1, 2026
May 1, 2026
Tax residency and nationality are two objective legal statuses. Nationality represents a constant political allegiance; tax residency is a status of variable contribution. Confusing the two exposes the leader to […]
May 1, 2026
May 1, 2026
The contribution-sale is a mechanism provided for in Article 150-0 B ter of the French General Tax Code. It allows a company director to defer taxation of the capital gain realized upon the contribution of their assets. […]
May 1, 2026
May 1, 2026
In summary… The theoretical cost of the exit tax is equivalent to 30 % of the unrealized capital gain on the securities on the day of departure (12.8 % income tax and 17.2 % […]
April 30, 2026
April 30, 2026
Discover our wealth management checklist for expatriation to secure your departure abroad. Protect your assets and avoid tax pitfalls!
April 28, 2026
April 28, 2026
Discover the best international wealth optimization strategies in 2026: tax residency, holding companies, Luxembourg assurance-vie and real estate for expatriates and wealthy families.
April 28, 2026
April 28, 2026
Discover how expatriate insurance protects against death, disability, and dependency. Strategies, contributions, taxation, and tailored advice for 2026.
April 28, 2026
April 28, 2026
Discover the allowances, scales and key strategies to optimize your family assets and inheritance tax in 2026, in France and internationally.
April 28, 2026
April 28, 2026
Discover how AI and aggregation tools like Elisyan (17,000 institutions) and Celena are transforming international wealth management for expatriates and wealthy families in 2026.
April 28, 2026
April 28, 2026
Expatriates and executives: discover the rules, calculation methods and tax pitfalls of international capital gains on securities, including exit tax and tax treaties.
April 28, 2026
April 28, 2026
Discover how to successfully manage your cross-border wealth in 2026. Protect your assets against global tax and legal challenges.
April 22, 2026
April 22, 2026
Discover 6 international wealth management strategies for expatriates and executives: tax residence, holding company, trust, Luxembourg assurance-vie and SCPI.
Ready to structure your future?
Your assets deserve expertise that matches your ambitions.
Whether you are in Lyon or on the other side of the world, Alexis Sagnier and the Balmont Conseil team are ready to listen to you.














