Wealth law & taxation

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Wealth law & taxation

The Wealth law & taxation department assists company founders, managers and families in the conduct of their strategy of acquisition, disposal and wealth securing and optimisation.

Lawyers

Managed by Mathieu LE TACON and Frédéric SUBRA, the Wealth law & taxation department assists company founders, leaders and families in the conduct of their strategy of acquisition disposal and wealth securing and optimisation : from their investment to their estate planning.

We intervene in particular in terms of :

Wealth taxation

  • Wealth audits
  • Family governance and family charters
  • Cryptocurrency
  • Philanthropy
  • Real estate taxation (investments, real estate OBO, OPPCI)
  • Personal tax returns

Transmission and estate planning

  • Pre-sale transactions (pre-sale donations, contributions and disposal transactions)
  • Setting-up of transmissions under the Dutreil Pact
  • Wealth structuring operations with leverage (LBO, OBO, FBO)
  • Life insurance

International assistance

  • Structuring of French and foreign wealth
  • Transfers of residence : expatriation, impatriations
  • Management of the Exit-Tax and of the 3% tax
  • Taxation of artists and of sports people
  • Management of the French aspects pertaining to trusts

Pre-litigation & litigation

  • Requests for advance rulings
  • Ensuring the compliance of tax positions (internal and off-shore)
  • Assistance with tax inspections (ESFP, visits and seizures, etc.) and tax litigation
  • Assistance in the settlement of complex/conflicting estates
  • Assistance in complex criminal proceedings relating to tax matters

Rankings of the department

  • CHAMBERS FRANCE 2025
    • Tax : Band 6
  • LEGAL 500 EMEA 2025
    • in Tier 5 in Tax
  • PALMARES DU DROIT PARIS 2025
    • Wealth law : Golden Trophy

* PALMARES LE POINT 2025

    • Tax law : ⭐⭐⭐⭐⭐
  • PALMARES DU DROIT LYON 2024
    • Tax : Golden Trophy
  • DECIDEURS 2024
    • Wealth taxation : Unbeatable
    • Wealth Management - Litigation and Pre-Conflict Assistance : Excellent

News

Belgium - The special tax regime for expatriates

1. Expatriates are now impatriates For nearly 40 years, Belgium attracted foreign workers through a special tax regime for expatriate executives, known as “expats.” Approximately 20,000 executives and researchers benefited from this special tax regime until 2022. Under the former regime, employers could provide tax-exempt allowances, but most...

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Le Point 2025 ranking

The magazine Le Point has published its ranking of law firms in France, which is based on recommendations. General counsels were able to rate the firms they work with and lawyers were able to indicate which firms they would recommend to their clients. DELSOL Avocats’ expertise is recommended in Compliance Healthcare law Commercial, business...

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Legal 500 EMEA 2025 rankings

DELSOL Avocats is proud to be ranked in 8 Legal 500 EMEA 2025 categories : Construction – Tier 3 Data privacy and data protection – Tier 3 Employment – Tier 4 Industry focus : Healthcare and life sciences – Tier 2 Mergers & Acquisitions – Tier 5 Private equity : venture/growth capital – Tier 3 Tax - Tier 5 The regions – Tier 1 DELSOL Avocats...

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DELSOL Avocats awarded at the Palmarès du Droit

DELSOL Avocats has once again been distinguished at the Palmarès du Droit organised in Paris by Le Monde du Droit. The expertise of our teams was rewarded in the following categories : Wealth law : GoldenTrophy Non-profit organisations : GoldenTrophy Distressed companies : Silver Trophy Corporate tax : Bronze Trophy These awards are all the...

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