International taxation of individuals: organizing its heritage and decisions across borders

For an individual with income, assets or projects in several countries, taxation is never limited to the sum of several national rules.

A change of residence, a divestiture, a real or financial investment, the collection of foreign income, a transfer or holding of interests can produce very different effects depending on their sequencing and how the assets are organised.

Personal taxation is built over time

A favourable decision today may become less relevant at the time of an assignment, transfer or new residence change.

The strategy is therefore to reason on several fronts: immediate taxation, future income, asset valuation, liquidity, transmission and possible mobility.

This vision makes it possible not to treat each income or investment separately, but to seek a tax organization consistent with the entire wealth.

Seeking the best tax efficiency internationally

Where several jurisdictions intervene, the value of the council lies in the ability to identify the interactions between legislation, tax treaties and the taxpayer's property choices.

The firm develops a tailor-made analysis for each case in order to identify structures, conventional mechanisms and arbitrations that can legally reduce the tax burden and improve the retained net value.

Master Edouard Pruvost specializes in advising individuals on international tax strategy. To have your heritage situation, income or international projects analysed and to benefit from tax strategy advice, contact the firm.