Tax and estate planning
We support foreign clients in optimizing and securing their real estate assets in France through tailored estate planning. Whether you already own property or are planning to buy, it is essential to choose the right legal and tax structure from the beginning.
Contact us to start building your future with confidence.
We assess your personal situation (age, marital status, children, asset value, etc.) to provide strategic advice aligned with your long-term goals.
Many clients realize too late that restructuring their assets is costly and complex. Our role is to help you avoid these pitfalls by making the right choices early on. With deep experience in international contexts, we ensure your estate planning is legally sound, tax-efficient, and adapted to your needs.
“With deep experience in international contexts, we ensure your estate planning is legally sound, tax-efficient, and adapted to your needs.”
Why a notaire is essential for asset management
Working with a notaire is essential for any foreigner looking to create, structure, or optimise their estate in France. Notaires are public officers under the authority of the French State, and their role goes far beyond simple paperwork. They are legal and tax experts, providing impartial, tailored advice to ensure your real estate investments are fully compliant and strategically structured.
Whether you’re buying property, preparing a gift, drafting a will, or planning your succession, a notaire will help you:
- Choose the most suitable legal structure (e.g. personal ownership, SCI, joint ownership, etc.),
- Anticipate and reduce inheritance, gift, and capital gain taxes,
- Avoid costly mistakes that may arise from cross-border legal and tax conflicts (especially post-Brexit),
- Ensure your estate planning aligns with both French and international law.
In short, the notaire is your trusted advisor to protect, manage and restructure your assets, simplify your procedures, and secure your family’s future in France.
Making the right choice at the right time
It is important to choose the relevant structure to purchase your property from the very beginning of the purchasing process.
Many clients realize few years after signing the title deed (acte de vente) that they have not made the right decision and feel the need to restructure their French assets.
Careful real estate and tax planning will help avoid mistakes and choose the best options for your situation from the start.
However, this change is often expensive and complicated (legal costs, capital gain tax, eventual reimbursement of VAT, stamp duty….), we will of course assist you in this, but it is obvious that the decision must be carefully considered at the time of the purchase.
If you have any property at all in France or if you are planning to buy it, then it is well worth thinking about the question of estate planning.
Firstly, we will consider all the different factors : your age, marital status, number of children, number of properties and their respective values. By providing you with first class advice, we can help you to define and achieve your personal objectives today and tomorrow.