Whitepeak Law assists executives and investors in the tax structuring of their assets: patrimonial holding companies, share disposals, contribution-disposal, and business succession.
Structuring of a patrimonial holding company to optimise the ownership of operating company shares: contribution-disposal, tax deferral, parent-subsidiary regime, and optimisation of dividend flows.
Tax structuring of share disposals: holding period allowances, gift before disposal, contribution-disposal, and analysis of capital gains taxation mechanisms.
Tax optimisation of business succession: Dutreil pact for gratuitous transfers, gift-disposal, bare ownership, and organisation of professional asset succession.
Advice on investment schemes benefiting from tax advantages: FCPI, FIP, overseas investment, and structuring of investments in SMEs eligible for income tax reductions.
Advice on the tax structuring of their share disposal: contribution-disposal, tax deferral, gift before disposal, and organisation of capital gains.
Structuring of professional and personal assets to optimise cash flows, income, and succession planning under the best possible tax conditions.
Organisation of intergenerational business succession: Dutreil pact, gift with reserved usufruct, patrimonial civil company.
Structuring of investment portfolios to optimise the taxation of income and capital gains in compliance with applicable rules and anti-avoidance doctrine.
Tax optimisation must be grounded in law and withstand scrutiny from the tax authorities. Whitepeak Law favours robust, well-documented structures compliant with recent abuse of law case law.
Every matter is handled by the founding partner. First point of contact, last reviewer. No delegation of judgment on tax issues that engage the clients' personal position.
Tax optimisation must not sacrifice future flexibility. Whitepeak Law designs adaptive structures that allow the tax strategy to evolve with the clients' changing circumstances.
Confidential initial consultation to analyse your situation, identify the available tax optimisation levers, and define the best approach within the legal framework.
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