Arfé Avocats advises and supports numerous private clients and company directors on their personal tax matters, particularly in an international context. We are also notably committed to societal issues that intersect with the application of tax law.
The firm regularly assists company directors in connection with the sale, transfer or restructuring of their group.
We can advise directors and senior managers on the tax consequences of planned transactions and on their optimization, including where retirement is contemplated.
Our support is comprehensive and ranges from pre‑transaction advice through to the filing of the personal tax return following the operation.
The firm assists many private clients seeking to optimize the tax treatment of their professional, real estate and investment assets: choice of structure for carrying on an activity or holding assets, use of holding companies, methods of holding real estate assets, and so on.
We also support individuals who wish to optimize the transfer of their wealth to relatives or to non‑profit entities.
In all such operations, Arfé Avocats is competent to fulfil the related reporting obligations.
Optimization of income tax on gains, dividends, rents, professional fees, etc.
Real estate taxation
Wealth transfers (gifts, estates, Dutreil agreements, charity funds, etc.)
Reporting obligations (income tax returns, wealth tax returns, 3% tax returns and trust reporting)
Arfé Avocats handles numerous matters with an international context: French residents holding foreign assets or foreign‑source income; non‑residents holding assets or income from France; French nationals planning to expatriate or return to France and wishing to benefit from favorable regimes for inbound employees, and so forth.
We fully master these situations and their tax and reporting consequences.
Determination of tax residence
Inbound and outbound mobility (impatriation/expatriation)
Exit tax
Double tax relief and avoidance
Taxation of trusts
Reporting obligations
The firm is particularly engaged on societal topics connected with the application of tax law. We assist several individuals who confront an overly rigid tax regime and an administration sometimes excessively zealous.
For example, Antoine Reillac obtained recognition from the Defender of Rights for one client as the first person to be granted a “whistleblower” status; he continues to pursue her claim for compensation as a “tax notifier” before the tax administration. Paul Féral‑Schuhl has for several years supported victims of the “joint tax liability between spouses” mechanism against administrative abuse; he contributes to legislative evolution on this little‑known but devastating measure following a first significant advance in 2022.
Development of strategies and action plans
Drafting amendments for parliamentarians
Binding tax rulings
Contentious remedies
