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Taxation of shareholders and business transfers

Our expertise for your strategic operations

Our firm regularly works with shareholders, directors and families to secure and optimise the taxation of estates and business transfers. 

Thorough technical expertise and a long-term vision of inheritance

Shareholder taxation has a direct impact on distribution strategies and share capital restructuring transactions. It also needs to be considered over the long term, particularly when transfers are intended to be free of charge.  

Bespoke guidance for each client

Our teams guide their clients for planning and implementing these transactions and ensure the technical quality of the solutions envisaged as well as their appropriateness to each client's personal constraints and needs. We work upstream to identify the most relevant schemes and downstream to ensure with the tax authorities that they comply and, where applicable, defend our clients if disputes arise. 

Taxation of shareholders and business transfers

Events

  • France
    08 Apr 2026

    CMS at Fordham IP & Policy Conference

  • France
    21 Apr 2026

    On the Pulse webinar series 2026 - Spring/Summer

  • France
    28 Apr 2026

    IP Insights webinar series 2026

  • France
    02 May 2026

    CMS at INTA 2026

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