Mai 2013
If the taxpayer already benefits from a tax cap for the previous year, any tax reduction will have no effect, within the limit of the tax savings.
Sophie GONSARD, Althémis Le Vésinet notaire, therefore recommends verifying the existence of a possible cap before carrying out a transaction that gives right to a reduction in wealth tax.
This study is only available in French.
Althémis Le Vésinet
Sophie GONSARD is a partner Civil Law notary at Le Vésinet.
She joined the Althémis Group after having spent many years in charge of the engineering division of a wealth management consultancy company. She now oversees the Estate, Family and Estate department.
She co-writes several chapters of the Heritage and Family Law Mementos, as well as the book Assurance-vie by Éditions Francis Lefebvre.
She is a lecturer in the Master in Wealth Management at the University of Paris II Panthéon Assas.
Stéphanie BOHUON
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