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You are liable to this tax called ISF if you net worth exceeds €1.300.000 on January 1st of the tax year.

In terms of tax efficiency, we provide a tailored solution to each client in order to minimize its tax burden in a secure and legal environment, with reliable operators.

Asset taxable:

Subject to certain exemptions, the following types of asset, in the ownership of the tax household, are subject to the solidarity wealth tax:

  • buildings (houses, apartments, etc.), and land (plots of land, agricultural land, etc.), even if they have been sold during the year. Only the situation on 1 January is taken into account;
  • liquid assets: cash, current accounts, sums held on deposit, shareholders' credit accounts, savings passbooks, etc.;
  • non-exempt professional assets;
  • assets held under a usufruct
  • movables (movables in the residential property and similar items);
  • financial investments, life-insurance policies, receivables, Treasury bonds, etc.;
  • motor vehicles, pleasure boats, private planes;
  • racehorses;
  • jewellery, gold and precious metals;

Obviously this list is not exhaustive.

Rate applicable (%)

Up to 800 000€                                                         0 %
Between 800 000 € and 1 300 000 €                        0.50%
Between 1 300 000 € and 2 570 000 €                     0.70 % 
Between 2 570 000 € and 5 000 000 €                     1 % 
Between 5 000 000 € and 10 000 000 €                   1.25­ % 
Above 10 000 000 €                                                  1.50 % 

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