“Salary or dividends: which works best for me?”
Our answer — we model the scenarios taking into account your company and your personal situation, then put them in place.
“I want to pass my business on to my children.”
Our answer — simulating gift costs, Dutreil pact, gifts of shares: we prepare a well-managed succession, for you and for them.
“Does my holding company really qualify as active?”
Our answer — we audit how it operates and secure that status, on which several preferential tax regimes depend.
“I want help with my income and wealth tax returns.”
Our answer — we prepare and file your annual income tax and IFI returns.
The share of the value of the shares exempt from gift or inheritance tax, subject to conditions.
Provided your structure allows it, and the undertakings are prepared in time.
Choosing between salary and dividends, in light of your company and your personal situation.
Simulating gift costs, transfers by way of gift, informal gifts of shares.
Setting up and monitoring the holding undertakings, in particular for gifts of shares.
Auditing and securing your holding company’s active status.
Preparing and filing your annual income tax and IFI returns.
Change of tax residence and exit tax. See International
A mechanism that allows the shares of a business to be passed on with a 75% exemption on their value, in return for undertakings to retain the shares and to run the business.
A holding company that takes an active part in steering its group’s policy and controlling its subsidiaries. Several tax advantages depend on this status, and it must be demonstrable.
As early as possible. Dutreil undertakings and structuring the holding company take time: planning ahead keeps all your options open.
