Business succession
IC Avocats assists family business owners in developing their business succession plan within the family group, in a French and international context.
Our practice includes in particular:
- Structuring of patrimonial holding companies;
- Structuring the implementation of a “Dutreil agreement”;
- Tax planning for transmission operations (donation of bare ownership, donation by non-residents of shares in French companies, etc.).
Cross-border Inheritance
IC Avocats assists a clientele of French and foreign-high-net worth individuals in the context of cross-border successions with high tax implications.
Our practice notably includes:
- Analysis of applicable territorial rules
- Evaluation of taxable assets in France and abroad
- Analysis of the implications in France of trusts and comparable entities
French real estate wealth tax (“IFI”)
IC Avocats accompanies a French and foreign clientele of high-net-worth individuals in matters of “IFI” during the regularization of their tax situation or annual monitoring of their reporting obligations.
Our practice notably includes:
- Audit of taxable real estate assets
- Preparation of high-stakes “IFI” tax returns
- Procedures for regularization of undeclared or undervalued assets.
Transfer of residence abroad
IC Avocats assists family business executives as well as high net worth individuals with significant tax implications in their transfer of residence outside France or impatriation to France.
Our expertise includes:
- Planning and securing residency transfers;
- Preparation and monitoring of reporting requirements related to Exit Tax;
- Tax strategy for setting up patrimonial investment companies established outside of France.