Expatriation & Inbound Relocation - Tax Residency
“Anticipating international mobility, securing every transition.”
Relocating to another country is not merely a personal or professional project. It is a structuring decision with significant tax, legal and wealth implications, often underestimated.
Where will you be taxed? On which income? With what risks?
In an international context, insufficient planning may lead to double taxation, complex reporting obligations or challenges from tax authorities.
We support our clients at every stage — before, during and after their mobility — to secure their position and preserve the coherence of their wealth structure.
Our Approach
We combine technical mastery of international tax rules, a strategic view of long-term impacts, and a tailored approach aligned with each client's trajectory. We focus on three key areas:
Our Services
1. Determining tax residency
- analyzing tax residency criteria (home, professional activity, center of economic interests)
- managing dual residency conflicts
- applying international tax treaties
- identifying risks of reclassification by tax authorities
- 👉 Objective: secure your tax status and eliminate uncertainty.
2. Preparing departure from France (expatriation)
- anticipating the tax implications of departure (exit tax, asset transfers, income)
- structuring assets prior to relocation
- structuring taxation of retained French income (real estate, dividends)
- securing post-departure tax compliance
- 👉 Objective: ensure a structured, secure and compliant departure.
3. Moving to France (inbound relocation)
- determining their tax status upon arrival
- implementing the inbound expatriate tax regime
- structuring foreign income and assets
- ensuring compliance with foreign asset reporting obligations
- 👉 Objective: properly structure your installation in France from day one.
Case Studies
Expatriate business owner / Returning to France
Structuring departure and return for entrepreneurs and executives to manage international income.
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A French entrepreneur relocating abroad must structure departure to avoid double taxation, structure international income, and organise the holding of assets. An executive returning to France can benefit from the inbound expatriate regime if structured in advance.
Key Contributions:
- Avoiding international double taxation
- Structuring tax treatment of international income
- Organising the holding of assets across borders
- Implementing the inbound expatriate regime for returnees
Family living across multiple jurisdictions
Structuring financial flows and tax residency for international families.
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A family based between France, the United States and Colombia earn income across several jurisdictions. We assist with clarifying tax residency, structuring cross-border financial flows, and securing the overall situation.
Key Contributions:
- Clarification of family tax residency
- Structuring cross-border financial flows
- Securing the overall multi-jurisdictional situation
Have questions about this area?
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Building your next step together.
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