Family & Wealth

In Extenso Avocats’ tax and family law teams provide legal and tax advice tailored to the needs of corporate executives and families. Taking on board your issue, our attentive lawyers will scrupulously monitor your situation.

Our experienced and knowledgeable tax department can assist you in managing or transferring your private or professional assets, by offering innovative solutions that take into account the ever-evolving tax and legal regulations.

Our areas of expertise include:

  • Taxation of income and wealth, assistance with tax returns for French tax residents and non-residents
  • Regularisation of assets abroad
  • Assistance in tax audits, pre-litigation and tax litigation
  • Taxation of corporate groups, restructuring, structural optimisation, sale or transfer of companies
  • Leveraged family transactions
  • Property taxation, acquisition and sale of real estate
  • Trust and Fiduciary
  • Life insurance

Our family law teams can accompany you at all stages of your personal life.

Your business needs

Manage your wealth

Enabling clients to manage their wealth in the best possible way, In Extenso Avocat’s dedicated wealth management team is highly attentive to client needs and meticulously tracks each and every case. Our goal is to enable wealth optimisation and wealth transfer, as effectively as possible.

Whatever your priority, be it protecting your spouse, transferring your business, optimising inheritance tax or providing for your heirs, our lawyers can offer solutions in line with your objectives.

To provide the best service possible, we propose a two-step method :

  • Wealth audit: to assess your current situation and establish an overall inventory of your assets. We pay particular attention to clearly establishing your objectives and priorities.
  • Asset structuring: working closely with you to define your wealth optimisation and / or wealth transfer strategy, which we then endeavour to implement.

Protect your personal wealth

As an entrepreneur, you need to think about protecting yourself. In Extenso Avocats can help by offering the following services specifically for company directors:

  • Wealth auditing: matrimonial regime, legal status of assets, etc.
  • Risk auditing: personal guarantee commitments, risk of individual legal proceedings
  • Implementation of protective measures: potential change in matrimonial regime, dismemberment, transferring a part of your estate, declarations of non-seizability, etc.

Manage your tax audit

Leveraging the experience of its tax lawyers, In Extenso Avocats assists companies at every stage of accounting and tax audits, notably in the presentation of the tax information requested by the authorities and by drafting responses to requests for information.

Where necessary, we can also offer advice on the analysis of tax issues, submit proposals for adjustments and draft replies with regard to adjustments and contentious claims in accordance with the guarantees and rights of defence provided by law, the administrative regime, tax instructions and case law.

Our lawyers can also represent you in appeals and before various tax committees, preparing briefs as necessary. In the event of a dispute, we can also present, in your interest, motions to initiate proceedings and replies and rejoinders before the administrative or civil courts.