French Wealth Management Update (Zurich)

Date & Time

Thursday, 5 March 2020, 8:00 am - 9:30 am


Baker McKenzie Zurich
Holbeinstrasse 30, 8034 Zurich

France implemented significant changes to the taxation of private persons and their wealth in 2018 and 2019, which have been clarified by the government or the French tax authorities. We will present the latest updates regarding the implementation of these tax measures.

Topics of the conference:

  • Real estate wealth tax: be prepared for the 2020 wealth tax return, including case studies for nonFrench tax residents on debt financing of real estate held in France, contracted directly by the taxpayer or by an interposed company

  • Reporting obligations of trustees: what is the current situation after the expansion of the scope to include movable assets in 2019? What are the practical consequences?

  • Exit tax at departure from France: new elements to know!

Winter / Spring 2020 Business Briefings

Baker McKenzie would like to invite you to a series of business briefings on issues relevant to wealth management industry in Switzerland and globally.

The sessions will be conducted in English. Exceptions are noted.