The Balmont blog
International Tax & Wealth Management News
October 24, 2026
October 24, 2026
No legislation regulates family offices in France; however, the services they provide are regulated. Definitions, legal statuses to verify, and estimates of the wealth figures cited in the National Assembly in 2026 are available.
October 24, 2026
October 24, 2026
Who established the ranking, according to what criteria, who pays? A grid to verify ORIAS, approved association, mission letter, remuneration, insurance and mediator.
October 24, 2026
October 24, 2026
Fees, commissions or both: what the AMF says about the remuneration of wealth management firms, what to demand in writing and how to compare two proposals in euros per year.
October 23, 2026
October 23, 2026
In summary… Upon your arrival, France taxes your income from all sources. The following year, you declare your French and foreign income from your arrival date, and you […]
October 23, 2026
October 23, 2026
In summary… A manager has three tools at their disposal. The individual retirement savings plan (PER): they open it themselves, regardless of their status. The "Article 83" contract, which has become the PER. […]
October 23, 2026
October 23, 2026
In summary… Before leaving France with crypto-assets, three checks are essential. Declare each digital asset account opened abroad (form 3916-bis) with your income tax return. Calculate the capital gains from […]
October 23, 2026
October 23, 2026
In summary… When living abroad, three points determine the fate of the estate. The will: the safest is a will drawn up by a notary, which expressly designates the […]
October 23, 2026
October 23, 2026
In summary… When two countries consider you both to be a tax resident, it is the tax treaty signed between them that decides, and it takes precedence over the domestic law of each country. […]
October 23, 2026
October 23, 2026
In summary… In an international case, each professional has a specific role. The notary receives the official documents. The lawyer provides legal advice and represents clients in court. The accountant maintains and audits the accounts. […]
October 23, 2026
October 23, 2026
In summary… A financial investment advisor is not «approved» by the AMF: he is registered on the ORIAS register and belongs to a professional association approved by the AMF. […]
October 23, 2026
October 23, 2026
In summary… Choose an advisor registered with the official ORIAS register, who provides you with a letter of engagement before any advice is given, tells you whether or not they are independent, and how they are […]
October 23, 2026
October 23, 2026
Working in Luxembourg while living in France: salary neutralized, assurance-vie, Luxembourg pension, old-age provision, tax class 2 and 90 %.
October 23, 2026
October 23, 2026
Becoming a non-resident: what to keep, what to withdraw? Assurance-vie matrix, PEA, securities account, SCPI, PER: French tax, death and the firm's position.
October 23, 2026
October 23, 2026
Canada and Quebec: value on arrival day as cost price, form T1135, exit tax, 60-month rule, France-Canada convention.
October 23, 2026
October 23, 2026
Mauritius: the permit through real estate is not considered tax residency (183 or 270 days). This is what the convention leaves to France, including pensions.
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