We are very close now to the end of the year. It is worth considering what would be your wealth tax position in France at the 1st January 2022 and if any planning has been done before the end of the year, or should be planned next year…
I recently advised a client who wanted to reimburse his bank loan to postpone this reimbursement, at least to be able to benefit from its debts for coming 2022 IFI. Bank re-financing or share transfer are worth considering especially in the context of increased market value of certain properties well located and tax depreciation applicable to certain debts. Wealth tax mitigation is also a good opportunity to think over your estate planning.
