Monaco Desk
BERGEOT AVOCATS assists French nationals, residents of the Principality and foreign investors with plans to invest in Monaco, spend time in the Principality or settle there, as well as with their international legal, tax and wealth-related matters.
Relations between France and Monaco raise specific issues, particularly in relation to tax residence, asset ownership, real estate investment, wealth structuring and wealth transfers.
Our Monaco Desk provides tailored advice that takes into account Monaco’s legal and tax framework, the rules governing France–Monaco matters and other applicable international rules, together with each client’s wealth and family objectives.
Taxation and International Mobility
- Assessment of the tax implications of a planned move or change of residence to Monaco, particularly from France;
- Application of the France–Monaco tax treaties;
- Determining the French tax obligations of Monaco residents;
- Taxation of income and assets held in France;
- Assistance with tax audits and tax disputes in France.
International Wealth and Succession
- Structuring and organising international wealth;
- Ownership and transfer of assets located in France and Monaco;
- Planning for cross-border inheritances and gifts;
- France–Monaco inheritance tax matters;
- Wealth planning for international families.
Real Estate Investment in France and Monaco
BERGEOT AVOCATS assists French, Monegasque and international clients in carrying out and structuring their real estate investments in France and the Principality of Monaco, while safeguarding their legal and financial interests.
- Legal and tax advice on real estate acquisitions and disposals in France and Monaco;
- Structuring real estate investments, whether held directly or through companies;
- Assessment of the tax implications of cross-border real estate transactions;
- Taxation of the ownership, use and disposal of real estate assets;
- Planning the ownership and transfer of real estate wealth;
- Assistance for French and international investors seeking to acquire property in the Principality of Monaco.
The firm takes a comprehensive approach to the legal, tax and wealth-planning aspects of each investment, coordinating with local professionals where necessary.
Support for Investing, Staying or Settling in Monaco
The Monaco Desk primarily serves French nationals and residents of the Principality. It also assists foreign investors wishing to invest in Monaco, spend time there or make it their home.
It also serves individuals, families and entrepreneurs seeking to establish a residential or wealth-planning base in the Principality, prepare for an international move or put in place a contingency plan tailored to their personal, family or business objectives.
The firm provides confidential, bespoke advice to help clients structure their investments, organise their wealth and explore the opportunities offered by Monaco’s attractive tax framework, where their circumstances allow them to benefit from it. Each project is assessed in light of the client’s nationality, actual tax residence, reporting obligations and applicable international treaties.
Particular attention is paid to the position of French nationals: subject to exceptions, those who settle in Monaco remain subject to French income tax under the terms of the France–Monaco tax treaty.
PRACTICE AREAS
For family-owned businesses and private clients
Maître Antoine BERGEOT
91 rue du Faubourg Saint-Honoré
75008 Paris
Email : contact@bergeot-avocats.com
Mentions légales
Politique de confidentialité
Conception : WEBAIX