Private clients

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We advise private clients – both in France and internationally – together with family-owned real estate groups, on the tax aspects of their property investments. We provide guidance throughout the entire investment cycle, from acquisition and holding to sale and succession.

Private clients
01

Real estate acquisitions and transfers

We assist our clients in structuring all their real estate acquisition projects, whether for personal use (primary or secondary residences) or as part of wealth management strategies. We also provide guidance on the tax optimization of real estate asset transfers to heirs, particularly in the context of succession and family wealth planning.

02

Rental income and real estate capital gains

We advise individual investors on all tax matters relating to real estate income and capital gains, whether they fall under the rental income regime, the furnished rental regimes (professional and non-professional), or specific tax exemption schemes.

03

Property net wealth tax

Our firm provides advice on the real estate wealth tax, anticipating the impact of transactions and defining the most tax-efficient structuring. We also support our clients during tax audits, particularly in relation to real estate valuation issues.

04

Tax compliance

We assist our clients with all aspects of tax compliance relating to real estate. This includes the preparation of income tax returns involving real estate assets, real estate wealth tax filings, and guidance on reporting obligations such as the so-called French 3% tax.

Considering a French real estate investment?

Raise Avocats supports you in all your French real estate projects, providing top-tier expertise tailored to each type of transaction.