Financial taxation

The law firm of tax lawyers LEXPERTAX specializes in financial taxation, primarily serving a clientele of financial investors.

We advise financial investors on the tax aspects of their movable investment operations: taxation of movable capital income, dividends, interest, capital gains on share disposals, tax optimization, and tax structuring of movable assets, among other areas.

We also provide guidance to financial investors on the tax aspects of investments and profits made abroad.

Our tax lawyers advise businesses and individuals on all tax aspects of their financial operations:

Taxation of dividends and interest

Tax optimization of movable income

Taxation of share disposals

Taxation of investment structures: UCITS, REITs, REOCs…

Taxation of movable assets for non-residents

Taxation of foreign investments

Tax structuring of movable assets

The role of the tax lawyer in financial taxation

What is a tax lawyer in financial taxation?

A tax lawyer in financial taxation is a lawyer expert in tax law and taxation of financial operations and financial products.

The role of the lawyer in financial taxation is to assist businesses and individuals in tax advice on all their financial operations with tax implications.

Why choose a tax lawyer in financial taxation?

A tax lawyer is the only professional authorized to directly practice tax advisory activities. Choosing a tax lawyer ensures the competence and expertise of a professionally qualified tax law expert. Also, selecting a tax lawyer in financial taxation allows you to be advised by a legal professionalexpert in tax legislation for financial operations and products.

Why hire a tax lawyer in financial taxation?

Given the increasing complexity of financial taxation, a tax lawyer helps you anticipate the tax consequences of your operations and optimize your situation.

Our tax lawyers advise businesses and individuals on the tax aspects of their financial operations: taxation of dividends and interest, tax optimization of movable income, taxation of share disposals, taxation of investment structures such as UCITS, REITs, or SCPI, taxation of movable assets for non-residents, taxation of foreign investments, tax structuring of movable assets…

Hiring a tax lawyer in financial taxation allows both to optimize the taxation of financial operations by making the right tax choices and to secure financial operations by reducing the chances of a subsequent tax audit.

When to hire a tax lawyer in financial taxation?

Financial taxation is now essential for all operations involving securities or investment structures.

An expert tax lawyer in financial taxation is therefore there to advise and assist you in all your investment operations.

It is recommended to always consult a tax lawyer in advance of your operations to anticipate the tax consequences and optimize them.