Missions named after their result, priced before you commit

For whom: You are returning to France after time abroad and want to activate every lever before you become a tax resident again.

• Audit of your three windows: impatriate regime (155 B), purge of latent capital gains, non-resident mortgage in progress.
• Activation of the impatriate regime: eligibility checked, real or flat-rate premium arbitrated, exemptions quantified over the whole regime.
• Strategy to purge capital gains before the return, securities account and wrappers (PEA, life insurance) arbitrated line by line.
• Dated reverse timeline for the 6 to 12 months before the move: deeds to sign and the exact order of operations.
• Coordination of your first French tax return (the year split in two), reviewed before filing.
• Introduction to the partner tax lawyer and chartered accountant when a binding deed is required.

Deliverable: costed strategic report, dated calendar and template letters. Conducted remotely over 9 to 11 months.

For whom: You live abroad and want to invest, finance or structure assets in France without setting foot there.

• Choice and costing of the acquisition structure (own name, SCI at income tax or corporate tax) based on your country of residence and treaty.
• Non-resident financing setup: banks used to expatriates, prepared file, borrower insurance.
• Mapping of social levies and the rate applicable to your rents, with the available reductions.
• Appointment of a fiscal representative when the treaty requires it, and the full filing calendar.
• Remote handling of the purchase: video calls, electronic signature, tracking from your client space.

Deliverable: costed structuring note, financing plan and filing checklist. Entirely remote.

For whom: You are a company or an entrepreneur, in the EU or outside it, and you want a French structure that is operational, without residing there.

• The structuring choice of branch or subsidiary, documented according to your liability, taxation and banking relationship.
• Full registration (INPI, single window) through to the Kbis extract.
• Opening the business bank account - the real bottleneck for non-residents - prepared and supported.
• VAT activation and the first hire, with the partner lawyer and chartered accountant.
• Optionally, the director’s visa track (talent passport, company founder), coordinated with a partner lawyer.

Deliverable: registered structure, account opened and VAT live, within 2 to 6 weeks after full KYC. Company alone, or company with holding depending on your setup.

For whom: Your assets are spread across several countries and your heirs live somewhere other than you.

• Mapping of your estate exposure: article 750 ter, estate treaties (often rare), possible double taxation.
• Early transmission strategy: gifts, dismemberment, asset structure (real estate or financial).
• A return or departure calendar treated as an estate decision, with its dated windows.
• Coordination of notarial and legal deeds by the regulated partners, in each jurisdiction concerned.

Deliverable: written estate strategy and deeds by the partners. The scope depends on the number of countries and heirs (hence the range).

For whom: You are leaving France and want to leave in the right order, to protect ten years of decisions.

• Exit tax audit (art. 167 bis): securities thresholds, latent gains, automatic deferral (EU/EEA) or by option (third States).
• Strategy to purge capital gains before departure (almost always before, never after) and arbitrate the wrappers.
• Residence-transfer calendar: non-residence evidence to build, accounts to keep or close.
• Appointment of a fiscal representative and posting of guarantees when the destination requires it.
• Coordination of your exit tax return, reviewed before filing.

Deliverable: strategic report, dated reverse timeline and template letters. Conducted remotely before the residence transfer.