→ Analysis of tax residency

Determination of the place of taxation, application of the Franco-Swiss tax treaties, identification of double taxation risks, and optimization of the marginal tax rate.

Tax Treaty FR/CH  Double taxation TMI

→ Cross-border retirement planning

Reconstruction of career history in France and Switzerland, pension projections, annuity vs. lump-sum arbitrage for the 2nd pillar, and exit strategy for the 3rd pillar.

2nd pillar 3rd pillar LPP Annuity/Lump Sum

→ Tax optimization during working life

Arbitrage between LAMal and CMU, income structuring, optimization of deductions on French tax returns, and multi-year tax smoothing

LAMal/CMU Tax Deductions Tax smoothing

→ Cross-border investment management

Hedging against CHF/EUR exchange rate risk, arbitrage between investments in euros and Swiss francs, selection of appropriate investment limits.

CHF/EUR Life Insurance 3rd Pillar Securities Account

→ Repatriation and deployment of capital

Management of LPP withdrawals, support upon return to France or retirement in a third country.

LPP Withdrawal Return to France Retirement Abroad

→ Real Estate financing from abroad

Securing loans for non-residents, setting up the LMP scheme, leveraged financing structures for building a rental property portfolio in France.

Non-resident LMP loans Leverage

→ Consolidated reporting & multidisciplinary coordination

Multi-currency dashboard and coordination with tax attorneys, notaries, and certified public accountants on both sides of the border.

Multi-currency Tax attorney Notary Certified public accountant

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