Build, Grow, Transfer.
It all begins with an idea.
A business project, a strategic vision — sometimes a life transition. At TaxLhab, we offer far more than legal and tax assistance: we build tailored partnerships, designed to anchor our clients’ ambitions within a secure, compliant, and long-lasting framework.
1. Laying the Foundations: Choosing the Right Legal Structure
From the very start, we guide our clients in selecting the most appropriate legal structure for their business project, based on several key factors:
- the nature of the intended activity,
- the entrepreneur’s personal and family situation,
- the reference market (domestic or international),
- and the expected compensation and capitalisation mechanisms.
This strategic groundwork, often overlooked, is essential. It defines the efficiency of applicable taxation, the management of cash flows, and the coherence between the business project and the client’s overall wealth strategy.
2. Scaling Up: Designing the Right Holding Company
As the business grows, we assist in the creation of tailor-made holding structures, whether pure or operational (active holdings), to serve as key components in the entrepreneur’s global asset structure. Our approach is comprehensive:
- we structure intercompany cash flows,
- ensure transfer pricing compliance,
- assess the opportunity for tax consolidation,
- and identify the most suitable financing vehicles, taking into account asset protection, yield objectives, and regulatory constraints.
3. Extraordinary Transactions: Mergers and Restructuring
When the time comes to transform or consolidate the group’s legal structure, we step in to support extraordinary corporate transactions, including:
- mergers,
- partial asset contributions,
- spin-offs or business transfers,
- cross-border restructurings.
We provide hands-on, end-to-end guidance in both French and international contexts, from legal structuring to tax analysis.
4. International Mobility: Preparing a Tax-Safe Relocation
When a business leader considers relocation or changing tax residence, they face a complex set of domestic, treaty-based, and EU legal rules.
With our expertise in international taxation, we ensure the relocation is strategically planned and legally secured, covering:
- unrealized capital gains and exit tax implications,
- treaty analysis and residence tests,
- preservation of social and inheritance rights,
- tax compliance in both departure and destination jurisdictions.
5. Succession Planning: Preserving a Lifetime’s Work
Wealth transfer — whether of private or professional assets — is a pivotal moment. We help identify and implement favourable regimes, including:
- the business succession relief,
- family governance planning,
- and preparing for retirement with full eligibility for the capital gains exemption available to retiring business owners.
Every succession strategy is designed with balance and legal certainty in mind, ensuring continuity across generations.
6. Foreign Structures: Ensuring Tax Compliance in France
Many of our clients hold or benefit from foreign structures such as:
- trusts,
- foundations,
- partnerships,
- or companies under foreign laws (commonly Luxembourg).
We ensure full compliance with French tax reporting obligations (including wealth tax and annual disclosures), analyse the French tax qualification of these structures, and assess their impact on the client’s overall estate and income tax situation.
At TaxLhab, our ambition is clear:To support business leaders and their families at every stage of their wealth journey, with a strategic, rigorous, and human-centered approach, in an ever-changing legal and tax landscape.
A business project, a strategic vision — sometimes a life transition. At TaxLhab, we offer far more than legal and tax assistance: we build tailored partnerships, designed to anchor our clients’ ambitions within a secure, compliant, and long-lasting framework.
1. Laying the Foundations: Choosing the Right Legal Structure
From the very start, we guide our clients in selecting the most appropriate legal structure for their business project, based on several key factors:
- the nature of the intended activity,
- the entrepreneur’s personal and family situation,
- the reference market (domestic or international),
- and the expected compensation and capitalisation mechanisms.
This strategic groundwork, often overlooked, is essential. It defines the efficiency of applicable taxation, the management of cash flows, and the coherence between the business project and the client’s overall wealth strategy.
2. Scaling Up: Designing the Right Holding Company
As the business grows, we assist in the creation of tailor-made holding structures, whether pure or operational (active holdings), to serve as key components in the entrepreneur’s global asset structure. Our approach is comprehensive:
- we structure intercompany cash flows,
- ensure transfer pricing compliance,
- assess the opportunity for tax consolidation,
- and identify the most suitable financing vehicles, taking into account asset protection, yield objectives, and regulatory constraints.
3. Extraordinary Transactions: Mergers and Restructuring
When the time comes to transform or consolidate the group’s legal structure, we step in to support extraordinary corporate transactions, including:
- mergers,
- partial asset contributions,
- spin-offs or business transfers,
- cross-border restructurings.
We provide hands-on, end-to-end guidance in both French and international contexts, from legal structuring to tax analysis.
4. International Mobility: Preparing a Tax-Safe Relocation
When a business leader considers relocation or changing tax residence, they face a complex set of domestic, treaty-based, and EU legal rules.
With our expertise in international taxation, we ensure the relocation is strategically planned and legally secured, covering:
- unrealized capital gains and exit tax implications,
- treaty analysis and residence tests,
- preservation of social and inheritance rights,
- tax compliance in both departure and destination jurisdictions.
5. Succession Planning: Preserving a Lifetime’s Work
Wealth transfer — whether of private or professional assets — is a pivotal moment. We help identify and implement favourable regimes, including:
- the business succession relief,
- family governance planning,
- and preparing for retirement with full eligibility for the capital gains exemption available to retiring business owners.
Every succession strategy is designed with balance and legal certainty in mind, ensuring continuity across generations.
6. Foreign Structures: Ensuring Tax Compliance in France
Many of our clients hold or benefit from foreign structures such as:
- trusts,
- foundations,
- partnerships,
- or companies under foreign laws (commonly Luxembourg).
We ensure full compliance with French tax reporting obligations (including wealth tax and annual disclosures), analyse the French tax qualification of these structures, and assess their impact on the client’s overall estate and income tax situation.
At TaxLhab, our ambition is clear:To support business leaders and their families at every stage of their wealth journey, with a strategic, rigorous, and human-centered approach, in an ever-changing legal and tax landscape.
