Protect and optimize your assets today with the support of a tax lawyer in Toulouse.
Wealth taxation encompasses all tax rules related to the management, transfer, and optimization of private and professional assets. Whether preparing for an inheritance, anticipating a business transfer, or securing your financial investments, every asset-related decision has major tax implications.
The firm VV Avocat, located in Toulouse, assists its individual and corporate clients at all stages of wealth management. Thanks to recognized expertise in tax optimization and wealth law, Maître Vincent Vialard offers tailored solutions, adapted to your needs and compliant with legal regulations.
Our objective is twofold: to preserve your assets while ensuring a smooth and fiscally controlled transfer of your wealth.
Wealth management requires a cross-disciplinary approach, combining tax law, inheritance law, and corporate law. The firm operates in several key areas of wealth taxation to offer you comprehensive and strategic support.
Anticipating the transfer of your assets is essential to lighten the tax burden and protect your loved ones. The firm advises and assists you with:
- The preparation and optimization of manual gifts and anticipated partitions,
- Advice on applicable allowances and exemptions,
- The implementation of progressive transfers (Dutreil pact, split ownership),
- The management of inheritance disputes and litigation related to inheritances.
Thanks to an adapted tax strategy, it is possible to significantly reduce the tax burden on your heirs and secure your transfer choices.
Each financial investment entails specific tax treatment. The firm helps you optimize the taxation of your investments:
- Life insurance, PEA (equity savings plan), securities accounts: analysis of applicable tax regimes,
- Optimization of investment income (dividends, interest, capital gains),
- Study and arbitration between different tax wrappers,
- Management of capital gains on securities in case of sale.
The assistance of a tax lawyer in Toulouse allows you to anticipate the tax consequences of your financial choices and optimize the net return on your investments.
The choice of a matrimonial regime and its evolution have decisive tax impacts. The firm advises married or PACSed couples on:
- The study and adaptation of the matrimonial regime,
- Anticipation of tax consequences in case of separation or divorce,
- Wealth and family harmonization,
- The protection of spouses and children for transfer purposes.
Proper wealth structuring not only protects your loved ones but also limits long-term tax risks.
Tax obligations are numerous and require rigor and foresight. The firm handles:
- Income tax declarations (IR),
- Real estate wealth tax declarations (IFI),
- The regularization of foreign bank accounts,
- Declarations of manual gifts.
In case of irregularity, the assistance of a tax lawyer is essential to secure your procedures and limit the risks of tax reassessment.
The transfer of assets, whether real estate or a business, must be anticipated and prepared with precision. The firm assists you with:
- The implementation of a Dutreil Pact for the transfer of family businesses,
- The use of split ownership (usufruct/bare ownership),
- National and international wealth restructurings,
- The management of issues related to international taxation.
A well-defined strategy allows for reducing the tax cost of transfer while ensuring family or professional continuity.
Before any significant wealth decision, it is essential to measure the tax impact.
The firm offers:
- Comprehensive wealth studies,
The evaluation of tax reassessment risks,
- The implementation of corrective solutions and adapted optimizations.
The tax audit is a key tool for anticipating difficulties and securing your investment or transfer choices.
The firm VV Avocat, led by Maître Vincent Vialard, offers its clients recognized expertise in tax law and wealth law.
Located in Toulouse, the firm assists individuals, business leaders, and English-speaking expatriates residing in France.
Our approach is distinguished by:
Sharp technical expertise,
A tailored strategy adapted to each situation,
Attentive listening and personalized support,
The possibility of communicating in English, for international clients.
Wealth taxation encompasses the management and transfer of all assets (financial, professional, family), while real estate taxation focuses on operations involving the purchase, sale, and ownership of real estate.
A tax lawyer ensures the compliance of your declarations, optimizes your taxation, and secures the transfer of your assets. In Toulouse, the firm VV Avocat assists you with all your procedures, from IR/IFI declarations to complex inheritances.
Several mechanisms exist: legal allowances, Dutreil pact, split ownership… The assistance of a tax lawyer allows for implementing the most suitable solution for your family and wealth situation.
Non-declaration exposes one to heavy penalties, including financial penalties and tax reassessment risks. The firm VV Avocat assists you in regularizing foreign accounts with the tax authorities.
Capital gains from the sale of crypto-assets must be declared. Depending on the frequency and nature of transactions, they are subject either to the flat-rate withholding tax (PFU) or to the BIC category. VV Avocat assists you in securing your declarations.