Asset management tax lawyer

DELCADE, a department dedicated to asset tax strategy

DELCADE’s tax lawyers assist individuals, managers, and entrepreneurs with all their strategic issues relating to property taxation. We intervene both on the French territory and internationally.

We assist our clients in restructuring their private and/or professional assets by performing asset audits, analysing the reorganisation of their assets, setting up holding companies, etc.

We assist our clients with the legal and tax structuring for the transfer of their assets, whether the transfer is subject to payment (sold) or whether it is a free title transfer (donation, inheritance):

  • Transfer subject to payment: taxation of capital gains, contribution-assignment, donation-assignment, etc.;
  • Free title transfer: definition of a transfer strategy, property division, setting up a Dutreil pact, drafting beneficiary clauses for life insurance contracts, deferred and split payment of gift taxes, resort to shared transgenerational donations etc.

We also assist our clients with all their personal tax issues (income tax, property tax).

For large groups or individuals: the same standards apply

We have assembled an experienced team with complementary and cross-disciplinary skills that are essential to meeting our clients’ needs.

Recognised expertise

Our team’s expertise in the taxation practices of transfer pricing, transactions and for international groups is regularly recognised by specialised national and international rankings, making DELCADE a reference in this field.

Other expertise related to tax law