Strategic Tax Planning
Coordination of strategic tax planning across corporate, cross-border and transaction dimensions, alongside the qualified tax advisers and counsel responsible for opinions, filings and implementation.
Our approach.
We coordinate strategic tax planning for corporate groups, entrepreneurs, shareholders and international families, working alongside the qualified tax advisers and legal counsel engaged by the client. Our role is to align the strategic and financial reading of a group with the tax structuring produced by those professionals, so that corporate architecture, transactions and cross-border flows fit within applicable rules and support the client’s long-term objectives.
Sound tax planning results from continuous alignment, over time, of corporate architecture, transaction execution and cross-border flows with the rules applicable in every jurisdiction concerned. Qualified tax advisers and legal counsel provide the opinions, filings and formal advice that give this alignment legal effect; we support the strategic and financial layer that makes their work operational for the client.
Corporate groups, entrepreneurs and international families face similar structural questions expressed in different vocabularies: how to hold assets, how to organise flows, how to prepare transactions and successions, and how to keep the whole architecture readable for banks, counterparties and authorities. We help articulate those questions and translate the answers of qualified tax advisers into a coherent operating plan.
Our contribution typically covers strategic tax-efficient structuring, transaction and cross-border tax coordination, modelling of alternatives, implementation roadmap and ongoing governance. Tax opinions, filings, jurisdictional advice and formal tax positions are prepared and signed by qualified tax advisers and counsel appointed by the client.
- Corporate groups reviewing their holding, financing or operating architecture.
- Entrepreneurs and shareholders preparing a strategic transaction or succession.
- International families and holding structures aligning multi-jurisdictional interests.
- Sponsors and family offices structuring investment vehicles.
- Pre-transaction tax structuring
A shareholder or corporate group is preparing a disposal, acquisition or reorganisation and needs the tax dimension coordinated with the strategic and financial plan.
- Cross-border architecture review
A group with multi-jurisdictional presence is reviewing holding and financing flows to align them with current rules and long-term objectives.
- Family and succession planning
An international family is preparing generational transitions and needs strategic coordination between qualified tax and legal counsel across jurisdictions.
- Scale
- Mid-market European strategic tax planning coordinated with qualified tax counsel in each jurisdiction.
- Timing
- Typically several weeks of preparation, with delivery calibrated to the mandate and stakeholder review cycles.
- Geography
- Continental European corridors with recurring activity across France, Italy, Luxembourg, Switzerland and Monaco; selective UK, MENA and transatlantic exposure.
- Strategic tax-efficient structuring of groups, holdings and investment vehicles.
- Coordination of transaction and cross-border tax analysis with qualified advisers.
- Modelling and comparison of structural alternatives.
- Implementation roadmap and documentation coordination.
- Ongoing governance and reporting alignment.
- 01Understand
We map the group, the flows, the assets and the strategic objectives with the client and the appointed advisers.
- 02Frame
We frame structural alternatives in coordination with qualified tax advisers and legal counsel.
- 03Model
We model the financial impact of each alternative and articulate trade-offs for governance-level decisions.
- 04Design
We support the design of the chosen architecture and coordinate the related corporate and financial documentation.
- 05Implement
We coordinate implementation with qualified tax advisers, legal counsel, notaries and other appointed professionals through to steady state.
- Coherent strategic alignment
Corporate architecture and tax structuring advance on a single reasoning aligned with the client’s long-term objectives.
- Readable to third parties
Banks, counterparties and authorities meet an architecture that is documented and easy to read.
- Prepared for transactions
The group enters transactions with a tax dimension already coordinated with its strategic and financial plan.
- Tax
Qualified external tax advisers deliver opinions, filings and formal advice; we coordinate the strategic and financial implications.
- Legal
Qualified counsel prepares corporate acts, holding documentation and jurisdictional filings.
- Audit and accounting
Auditors and accountants confirm accounting treatment, consolidation and reporting alignment.
- Governance
We align board, family or shareholder governance with the architecture designed and implemented.
- Strategic-financial coordination
We bring the strategic and financial reading that turns qualified tax advice into an operational roadmap.
- Cross-border capacity
We coordinate qualified advisers across jurisdictions on a single mandate calendar.
- Continuity of view
One team keeps the strategic thread across successive structural and transactional steps.
- Corporates and groups facing cross-border reorganisation or capital events.
- Shareholders preparing succession or holding-structure reviews.
- Situations calling for advisory coordination with local tax counsel.
- Individual personal tax returns.
- Strategies aiming at abusive or non-compliant arrangements.
- Standalone opinion work outside a broader corporate mandate.
- Tax opinions, filings and formal advice are prepared and signed by qualified tax advisers and legal counsel appointed by the client.
- Applicable rules in each jurisdiction and the definitive documentation govern each solution.
- Who issues the tax opinions?
- Qualified external tax advisers and counsel appointed by the client issue tax opinions and prepare filings. CGPH Banque d’affaires coordinates the strategic and financial implications.
- How is cross-border coordination handled?
- We coordinate qualified advisers in each relevant jurisdiction on a single calendar so their conclusions converge on a coherent architecture.
- Is tax planning a one-off exercise?
- It is a continuous discipline. The architecture is revisited when the group evolves, when transactions are prepared and when applicable rules change.
- How does tax planning link with M&A?
- Preparing the tax dimension upstream materially improves the readiness and readability of a transaction; we coordinate this dimension with the qualified advisers running the transaction workstream.