CMS Bureau Francis Lefebvre is the partner of the FISCAP trade fair, the leading tax strategies and wealth and estate planning event in France, that will be held the 5th and 6th April 2011 at the Palais des Congrès de Paris.
CMS Bureau Francis Lefebvre lawyers will be participating in a number of workshops and conferences being held during FISCAP, to which you are warmly invited. You can also meet us at our booth FC 56.
For more information, please check www.fiscap.fr.
Challenges
Wealth planning is a challenging business
In today’s world people move around ever more freely, families are often fragmented and investments are spread across the globe. More than ever before, wealth planning requires in-depth, specialist expertise, in areas ranging from inheritance and marriage contracts to taxation
through its domestic and international implementation.
To name just a few of the challenges, an adviser must be capable of dealing with the specific planning needs of stepfamilies and other blended families, organizing retirement abroad, and selecting suitable investment vehicles outside France.
Estate planning needs careful strategic thought, well in advance
Wealth transition is an important issue for everyone. Choosing the right time to distribute your wealth whilst protecting your spouse and family, ensuring that your heirs will keep your estate intact, making arrangements to hand over the reins of the family company – these are all crucial issues which need very careful consideration. No-one can sensibly take decisions in these matters without the support of independent advisers with expertise in all the areas involved.
For example, passing on a family business has legal implications spanning civil law, company law and taxation, but there are also human and emotional aspects to consider such as life balance, personal goals, family harmony or the desire to ensure the continuation of a business you have developed or perhaps inherited yourself.
Specialist support
These challenges require the expertise of specialists who can not only advise you on all aspects of your plans, but also defend your interests at all times and even in the event of a legal dispute.
Who better than a law firm with specialists covering all the areas concerned to offer you a seamless service that meets all these needs?
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Owing to its substantial size and the high-level advice that it offers on an impressive range of issues, this firm has a distinct profile on the French tax market, where it is regarded as an institution. The practice leads the pack on transfer pricing, tax litigation and international VAT matters, and houses an «army of tax experts with a multitude of specializations».(…).Chambers Europe 2010 – Tax - France
This is a tax institution, a firm largely focused on tax matters with a very large number of tax specialists. Leaders for transfer pricing, tax litigation and international tax matters, «the team has a concentration of tax knowledge and often deals with very precise questions». The lawyers are «determined and excellent in negotiation» and «the best when it comes to the principles and day-to-day questions ». The team attracts plaudits in real estate as well (…) on the tax and financial aspects (…).Chambers Europe 2009 – Tax - France
CMS Bureau Francis Lefebvre has the largest range of tax specialists in France, and advises a large proportion of CAC 40 companies. With a total of 62 partners, the firm provides a comprehensive and unmatched array of expertise (… such as international taxation and direct taxation…). VAT, property tax, patrimonial tax, transfer pricing, transactional and environmental tax are other areas of excellence for the practice. Legal 500 EMEA 2010 – Tax - France.
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CMS Bureau Francis Lefebvre gives you the benefit of:
- The acknowledged expertise of more than 180 tax lawyers, more than 45 lawyers specializing in civil and business law and more than 40 specializing in company law, providing a cross-functional legal and tax approach to wealth and estate planning issues.
- Hands-on support: our teams deliver and monitor turnkey restructuring solutions, such as company mergers and buyouts.
- Independent, responsible advice: as lawyers, we give our clients independent, objective advice and the protection of our professional indemnity insurance.
- International capability: through our membership of the international CMS organization, we have access to expertise in foreign law, a key strength in guiding internationally mobile clients or clients with international assets.
Wealth and estate planning
Structuring and organizing your wealth
- setting up investment vehicles and optimizing their management division of assets
- private investment in France for non-residents
- support in moving to France or relocating abroad
- dealing with foreign law structures (e.g. trusts and foundations) in France
Matrimonial and family issues
- marriage contract: initial choice and change during the marriage
- dealing with the property implications of divorce
- protecting a surviving spouse and family
Wealth tax and other tax issues
- structuring your wealth tax-exempt business assets
- selecting tax-efficient investments in SMEs
- making use of the “tax shield”
- assistance in dealing with the tax authorities
Estate planning and wealth transition
- advice on passing on family-owned businesses and private wealth
- setting up lock-up agreements for business transitions (“Dutreil“ fiscal pacts)
- legal and tax advice on estate planning in a national and international environment
- settling national and international succession disputes
Our approach
We cover all practice areas and offer a multi-skilled approach based on close collaboration between our various practice groups. All our lawyers can call on the skills of the entire firm and put together a multidisciplinary team for
each specific project with the best specialists in the relevant practice areas.