About
Julia advises French and foreign private clients, including entrepreneurs, families, or high-net-worth individuals, on a wide variety of tax and estate issues. Her expertise covers structuring family groups, transferring of professional and private assets, estate planning, wills and successions, wealth tax issues, real estate structuring, tax audits and litigation, international mobility, and philanthropy.
More generally, she assists French and non-French tax residents on their day-to-day tax issues and with their French reporting obligations.
She holds a master's degree in finance and business law (University of Lyon III). She is a member of the Paris Bar and began her career with Charles Russell Speechlys in 2015.
Experience
- Advising families on the transfer of their business assets (sale and gift), including reviewing and securing Dutreil schemes, family shareholder agreement, pre-sale reorganisations and transactions
- Assisting and advising French and foreign private clients in anticipating their inheritance (wills, choice of applicable law, gifts, division of property) and managing the transferred assets
- Assisting with the settlement of an estate, notably in a cross-border context by securing tax aspects and coordinating the civil issues
- Advising French and foreign investors on real estate investments in France, including choosing the most appropriate structure, tailored assistance with implementation, daily asset management, and purchase/sale of assets
- Assisting with transfers of tax residency outside France (recently Italy, Belgium and UK) or into France
Settlement of French philanthropic structures (“Fonds de dotation”) and daily assistance with its management - Assisting in the preparation of tax returns (income tax, wealth tax, exit tax returns)
- Assisting in interactions with the French Tax Authorities, in particular during tax audits and litigation
