Tax lawyer in real estate France – Switzerland

An expertise dedicated to French-Swiss real estate taxation

Real estate investments between France and Switzerland raise specific tax issues that require full control of the laws of the two states as well as the Franco-Swiss tax convention. Whether it is the acquisition of real property, the collection of rental income, the disposal of an asset or the transfer of an asset, each transaction must be analysed in an international tax context.

The firm supports individuals, investors, leaders and international families facing heritage issues between France and Switzerland. The aim is to secure transactions, prevent the risks of double taxation and ensure compliance with tax obligations in each of the States concerned.

The main problems of property taxation between France and Switzerland

Cross-border real estate investment

The acquisition or possession of real estate in France by a Swiss resident, or in Switzerland by a French resident, has fiscal consequences that exceed the only State in which the property is situated. The applicable rules vary according to the owner's tax residence, the nature of the investment and the provisions of the Franco-Swiss tax convention.

A prior analysis makes it possible to secure the holding structure and anticipate the tax consequences of the investment.

Real estate income and capital gains

Rental income and property gains may be taxed in several States in accordance with the territoriality rules laid down in national laws and international tax treaties.

The firm accompanies its clients to determine the applicable tax regime, avoid double taxation and secure tax returns in France and Switzerland.

International Heritage Structure

A key element of the heritage strategy is the choice of how to hold a real estate asset. Direct detention, civil society, Swiss law society or international structure: each solution has fiscal consequences that should be assessed in the light of the client's objectives.

The firm intervenes in order to build a suitable heritage organisation, in accordance with the requirements of the French and Swiss tax administrations.

Anticipating international tax risks

The exchange of information between France and Switzerland has increased considerably in recent years. Tax administrations now have more control over assets held abroad, international revenues and cross-border heritage structures.

An upstream analysis can identify possible tax risks, verify compliance of reporting obligations and secure real estate investments before any significant transaction or tax control.

Global tax support France – Switzerland

Beyond real estate taxation, relations between France and Switzerland raise many questions relating to tax residence, expatriation, international mobility, transfer of assets or international investment.

The firm supports a French, Swiss and international clientele in the management of all these issues, with a comprehensive approach integrating domestic tax law, the Franco-Swiss tax convention and the principles of international tax law.

Secure your real estate investment between France and Switzerland

Each cross-border situation is unique and requires personalized analysis. Thanks to its expertise dedicated exclusively to international taxation, the firm supports its clients in structuring, securing and defending their real estate investments between France and Switzerland.

Whether it is an acquisition project, the management of a real estate, a divestiture transaction or a tax control, the firm is implementing an adapted strategy to protect the interests of its customers in an increasingly demanding international tax environment.