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Expertise

  • WEALTH ENGINEERING, MANAGEMENT AND TRANSFER

  • Estate Planing
  • struturing pojects with tax leverage and Propety taxation
  • Optimization of property dismemberment (usufruct, quasi-usufruct, bare ownership)
  • Property taxation
  • Investment taxation
  • Structuring projects with tax leverage
  • Preparation of tax returns (income tax, IFI)
  • Assistance with tax exemption schemes

  • INTERNATIONAL MOBILITY

  • Expatriation/Impatriation and secondment of employees
  • Taxation of cross-border investments
  • Tax optimization of international flows
  • Regularization of accounts and assets held abroad

  • TRANSACTIONS

  • Tax audit (due diligence)
  • Equity transactions (LBOs, OBOs, MBOs).
  • Mergers and partial asset contributions
  • Legal and tax engineering for assets deals, shares deals and/or intragroup reorganizations
  • Rulings before to tax authorities

  • TAX LITIGATION

  • Support and monitoring of tax audits for corporates, managers, and individuals
  • Negotiation and settlement with tax authorities
  • Intervention and representation before French administrative courts

  • REAL ESTATE TAXATION

  • Tax due diligence
  • Optimizing the structure of ownership
  • Tax management of real estate assets

Recent work

Merger & Acquisition

  • Advising of Acciona Energia in acquisition of an offshore floating wind turbine company
  • Advising Costar in its acquisition of Business Immo
  • Advising Kereis group (European insurance broker) in its acquisition of Particeep
  • Advising the US group Eaton (electrical and hydraulic group) for its inbound transactions in France
  • Advising the managers in leverage-buy-out transaction: sale of Labelium group by Qualium to Charterhouse Capital Partners
  • Advisor of LBO France in its acquisition of the majority shareholding of Infodis
  • Advising Trammell Crow, US real estate promotor, in its entry on the French market
  • Advising and implementing intragroup restructuring including a cross-border carve-out between France and Spain

    • Real estate

  • Advising EQT Exeter for their real estate acquisitions in France (tax due diligence (VAT, corporate income tax), structuring, and negotiation)
  • Structuring transactions involving real estate funds (OPCI / SPPICAV) for their investments in France and Europe

    • Tax litigation

  • Assisting one the of world leader of the gaming and toys in tax litigation (transfer price and VAT)
  • Assisting tax individuals before tax authorities and administrative court (Wealth tax, VAT)