Tax Consultancy for Individuals

Personal taxation encompasses the set of rules that determine how income, assets and certain financial transactions are taxed. It varies according to the country of tax residence, the country of origin of certain income, and the personal situation of each individual.

It covers several essential aspects:

• Income Tax: Applies to salaries, rental income, dividends, and other earnings.
• Wealth Taxation: Such as the IFI (Real Estate Wealth Tax) in France or other taxes on property and inheritance.
• Tax treatment of donations: Donations must be declared by both the donor and the recipient (donee) and have specific rules according to the situation of both.
• Taxation of expatriates and non-residents: With specific rules to avoid double taxation and optimize the tax situation in case of international mobility.
• Declarative obligations: To ensure compliance with the tax authorities and avoid penalties.

Understanding these rules well, especially when more than one country is involved, allows you to optimize taxation, anticipate possible charges and guarantee the security of your financial situation.