The Balmont blog
International Tax & Wealth Management News
March 18, 2026
March 18, 2026
Discover the complete 2026 wealth engineering checklist for expatriates and wealthy families: essential criteria, optimal solutions and concrete implementation.
March 17, 2026
March 17, 2026
In summary… The asset holding company is the core of your management strategy. By 2026, it will allow you to centralize cash flow and reduce dividend taxes tenfold. […]
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.
March 11, 2026
March 11, 2026
In summary… The illusion of stable wealth: why yesterday's strategy is tomorrow's risk. A few weeks ago, during an audit at our Lyon offices, a manager […]
February 6, 2026
February 6, 2026
In summary: Key takeaways Understanding the Exit Tax: The mechanics of French taxation Why does France tax your departure? The Exit Tax is not simply a penalty […]
February 4, 2026
February 4, 2026
For an expatriate, comparing income-generating SCPIs shouldn't stop at the gross distribution rate. The major issue is tax-related: European SCPIs (invested outside of France) allow you to avoid... […]
February 4, 2026
February 4, 2026
In summary… Investing in income-generating SCPIs outside of France allows you to offset social security contributions (17.2 %) and benefit from often more favorable foreign taxation (tax credit or rate […]
February 4, 2026
February 4, 2026
In summary… Expatriation transforms your assets into an equation with several legal and tax unknowns. A wealth management advisor specializing in expatriates and non-residents is essential to navigate the complexities of bilateral agreements and avoid pitfalls. […]
February 4, 2026
February 4, 2026
In summary… Expatriation to Dubai offers an exceptional tax environment (0% income tax), but it constitutes a «high-risk leap» in the face of the French administration. Without a clean break from the […]
January 30, 2026
January 30, 2026
In summary / TL;DR… Article 4B of the French General Tax Code (CGI) defines the rules that determine whether you are a tax resident in France. It is based on four alternative criteria: one […]
January 15, 2026
January 15, 2026
“Alexis, I'm considering settling in Manila or investing on the Philippine coast, but I'm lost between the foreign land-ownership rules and local taxation. How can I protect my capital while benefiting from […]
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