Private wealth
Deciding with full patrimonial clarity
For IFI declarations, gifts, patrimonial restructuring, or acquiring Provençal property from abroad, the practice issues independent valuations — wholly distinct from any agency mandate — with bilingual reports on request.
Typical cases
- Annual IFI declaration: justifying the value declared to French tax authorities
- Gifts, shared gifts, intergenerational asset management
- Acquisition of a Provençal property by an international investor
- Patrimonial restructuring, cross-border estate planning, real-estate arbitration
What you receive
- Report in French, English, or bilingual — on request
- Cadastral and planning annexes adapted for foreign investors
- Local market context and current trends
- Absolute confidentiality; NDA available on request
FAQ
Frequently asked questions
Direct answers to the most common questions about this domain.
What's the threshold for IFI filing? +
The filing obligation kicks in at €1,300,000 of net French real estate wealth on January 1st. Below that, no IFI. The progressive scale starts at €800,000 for the portion above the threshold.
Is the 30% allowance on principal residence automatic? +
Yes — applied as of right, provided it's the household's actual primary residence on January 1st. Reserved for French tax residents.
I'm a non-resident — does IFI apply to me? +
Yes, on your French real estate above €1,300,000. Structures (SCI, holdings) don't avoid IFI: the DGFiP looks at economic substance. The practice issues bilingual French/English IFI reports for international family offices.
What discount applies to a property held in indivision for IFI? +
A discount is typically applied to reflect the difficulty of selling a share — generally 15 to 30% depending on circumstances. The expert report documents and justifies the discount retained.
How often should an IFI valuation be refreshed? +
Every 2-3 years in most situations, or immediately after material transformation (heavy renovation, addition, division). A report remains valid as long as the market hasn't moved significantly.
Engage the practice
First exchange
All work is undertaken under a signed engagement letter. The first exchange — by phone or email — frames the scope and purpose of the valuation.