Expatriation cannot be improvised
Transferring your tax residence outside of France is a decision that affects every aspect of your wealth: taxation, investments, real estate, succession, spousal protection. Each dimension must be anticipated and structured to avoid costly and irreversible consequences.
With offices in Paris and London, Kapitalia supports an international clientele across all these matters, in coordination with local legal and tax advisers.
Our areas of intervention
Exit Tax
Analysis of your exposure, deferral and optimisation strategies (share-for-share exchange, pre-departure gifts). Monitoring of annual reporting obligations.
Tax residency
Determination of your tax residency under international treaties. Identification of double taxation risks.
International investments
Luxembourg life insurance, multi-currency accounts, investments compliant with your new regulatory framework.
Real estate from abroad
Investing in France as a non-resident: lending conditions, rental income taxation, appropriate structures (SCI, LMNP).
Before departure
- Comprehensive wealth review : mapping of all your assets, structures and cash flows
- Tax simulation : Exit Tax calculation, IFI (wealth tax) impact, future income taxation
- Pre-emptive restructuring : share-for-share exchanges, share gifts, PEA closure, life insurance rebalancing
- Wrapper selection : migration to mobility-compatible contracts (Luxembourg, capitalisation)
During expatriation
- Investment management : monitoring and oversight of your investments from abroad
- Tax compliance : filings in the country of residence and in France (French-source income)
- Real estate investment in France : acquisition, rental management and non-resident taxation
- Family protection : adaptation of matrimonial regime, beneficiary clauses, international will
Upon return to France
Repatriation carries its own tax implications: the impatriate regime, reintegration of deferred capital gains, declaration of foreign accounts. We support you through this transition to optimise your return and avoid common pitfalls.
Who is this for?
- French nationals planning expatriation (London, Switzerland, Portugal, Dubai...)
- Expatriates wishing to structure their wealth from abroad
- Families with recurring international mobility
- Entrepreneurs selling their business before or after relocation
