Axipiter advises executives, shareholders, families and private individuals on all legal and tax matters relating to their personal and professional assets at every stage of their life.
Advisory and litigation support, domestically and internationally.
Family groups
Succession
International
Art assets
We provide tailored solutions for each of your needs through a team specifically dedicated to estate taxation. With the support of our other departments (corporate M&A, real estate, employment, etc.), the firm offers you personalized support, in close collaboration with your various advisors (lawyers, private bankers, family offices, notaries).
Tax and estate audits and diagnostics (choice and organization of structures, holding company management, etc.)
Capital transactions and business disposals (LBO, MBO, contribution-disposals, donation-disposals, etc.)
Development of family governance rules
Choice and management of holding methods and structures (SCIs, portfolio companies, holding companies, co-ownership agreements, etc.)
Trusts and fiduciary arrangements (management of French tax consequences, reporting obligations)
Life insurance (optimization of beneficiary clause, tax management in the context of international mobility)
Real estate asset holding structure (acquisition, management, disposal of residential or rental property directly or through dedicated structures, furnished professional or non-professional rental, para-hotel, specific tax regimes)
Agricultural, forestry and wine estate structuring and management (GFA, GFR, forestry groups), historic monuments
Income and capital tax optimization (IR, IFI, CEHR, etc.)
Combining various legal and tax transfer tools: life insurance, gifts, property dismemberment techniques, wills
Dutreil pact, Family Buy out
Support in settling domestic and international estates
Structuring compensation and capital access for management teams (free shares, stock options, BSPCE, BSA, preference shares, etc.)
Compensation optimization (salary/dividend balance, employee savings)
Supporting companies and their executives and employees in setting up and managing compensation packages in an international context:
Planning and monitoring tax residence transfers (inpatriation and expatriation) including:
In-depth study of your tax situation
Analysis and monitoring of consequences regarding income, capital, gifts or succession and exit tax
Tax management and repatriation of foreign pension funds
Legal and tax support for artists and their beneficiaries, collectors and holders of artistic assets (taxation of art market professionals, artists' estates, acquisition/sale of works of art, antiques and collectibles)
Supporting patrons in creating, managing or endowing non-profit organizations (associations, foundations, endowment funds)
Assistance in preparing annual or ad hoc tax returns (IR, IFI, 3% tax, trust declarations, civil real estate company declarations 2072, flat tax on works of art and collectibles, exit tax, etc.)
Regularization of tax situations regarding undeclared or under-declared assets located in France or abroad
Assistance in contentious or pre-contentious tax procedures: accounting audits and ESFP, adversarial rectification procedures or ex officio taxation, intervention before departmental commissions, hierarchical appeals and departmental interlocutions
Responses to all types of requests from the Tax Administration
Negotiations with the Administration (tax litigation committee, ex gratia appeals)
Tax ruling requests
Axipiter offers a confidential and tailored approach, aiming for the sustainability of family capital and business continuity in a secure tax framework.
Our estate law experts support you in structuring, managing and transferring your assets in the best conditions.