Our services in estate law in France

The English speaking team of French legal and tax advisors of our Estate and Property law department, based in Lyon and Marseille but operation throughout France offers each of its clients long-term consulting services, in order to enable them to manage and transmit their assets serenely.

Unlike many stakeholders in this field, our support is carried out in complete independence and thus allows the implementation of recommendations perfectly adapted to each profile (investors, individuals, business leaders).

Estate and property audit

Our English speaking team of French legal and tax advisors proposes carrying out a detailed audit in four stages presented in a summary document:

• Formalization of the client's goals;
• Analysis: legal and tax inventory of the client's situation.Highlighting the strengths and weaknesses, opportunities and risks of the asset structure;
• Recommendations: concrete indications of the actions to be taken to achieve the defined objectives;
• Monitoring and implementation of actions, liaising with the other professionals involved in France or abroad (notaries, accountants, wealth management consultants).

Support with respect to tax reporting obligations

Our firm prepares and submits on behalf of its French and foreign clients, the declarations of income and real estate assets (IFI - French real estate wealth tax).

These annual obligations also make it possible to take stock, with each client, of the evolution and structuring of their assets in order to ensure that the latter correctly meets the defined objectives.

CM-Tax law firm also handles the drafting and establishment of inheritance tax declarations in France, for both French and international clients.

Establishment of family protection schemes

CM-Tax law firm supports its clients in their objective of protecting their family by offering solutions adapted to each profile (single-parent, traditional or blended families).

The team intervenes and supports in particular in the following areas:

• Choice of matrimonial regime (choice of primary regime or change of regime);
• Drafting of PACS (civil partnerhip agreement);
• Implementing the necessary tools to protect the surviving spouse;
• Drafting of wills;
• Anticipation of the risk of future dependency or demise, in particular with the drafting of a mandate for future protection ou a posthumous management mandate.

Implementation of wealth management tools in the context of complex situations.

CM-Tax law firm intervens in the implementation of tools alllowing the management and transfer of family assets in France, in simple or complex situations, with in particular:

• Drafting of an agreement aimes at managing assets held in joint ownership;
• Creation of an appropriate legal structure (e.g. civil management company - SCI) allowing simplified management of assets in France when held, in particular, between parents and children.

 

Assistance with real estate investments in France

CM-Tax law foirm provides its clients with a comprehensive support and assistance in their real estate investments in France:

• Determination of investment schemes: directly or via an appropriate legal structure;
• Determination of the most suitable tax regime taking into account the short and medium term objectives of the client as well as the structure of the existing assets;
• Assistance with the declaration of property income.