French Tax Advisor for Trusts, Property Investments, and Expats

What Do I Do?

I have a particular expertise on the French tax issues for trust beneficiaries, which is very particular in France and absolutely needs to be advised upon.

I provide French tax advice to individuals residing outside France, who wish to invest in France by acquiring real estate in France, such as holiday properties, chalets, stud farms, livery and competition stables,

I also advise individuals who reside in France or wish to come to live in France on the French tax consequences of this transfer of residence regarding French income tax, social contributions, French wealth tax, French inheritance & gift tax issues, and the impact of trusts.

In addition to the advice, I provide assistance with French tax reporting requirements, such as trusts’ reporting obligations, French wealth tax returns, French income tax returns, and French inheritance and gift tax returns.

Fees

My fees are based on an hourly rate applied to the time spent on the advice/assistance, but I generally can provide an estimate of fees before starting on the advice based on my experience with similar issues.

A proposition of services is always concluded prior to any work.

Fees vary according to the complexity of the issue. My standard hourly rate is €350/hour before VAT (€420 with French VAT), but can be reduced to €250/hour before VAT (€300 with French VAT) for simple issues and increased for more complex issues. VAT is not due when invoicing outside the EU.