Private Client
Yield advises its clients and provides tailored advice to optimize the tax impacts related to operations affecting their professional or personal assets.
In this demanding context, Yield supports its clients in managing tax issues related to each stage of the establishment, management, and transfer of their private and professional assets, in conjunction with their other usual advisors (notaries, accountants, etc.):
Identification and implementation of wealth tax strategies
Structuring of professional income (compensation, social benefits, shareholding, independent activities, artistic and sports performances, etc.)
Structuring of personal income (dividends, interest, rental income, capital gains, crypto assets, pensions, etc.)
Structuring of real estate investments (SAS/holding, SCI, family SARL, LMNP, etc.)
Structuring of other investments (SAS/holding, shares, PEA, life insurance, etc.)
Organization of the transfer of professional assets (pre-sale operations, Dutreil pact, governance, etc.) and personal assets (donations, estate planning, etc.)
Income tax and real estate wealth tax declarations