CASE STUDY
Cross-Border Exit Planning for International Property Investments
UK and French tax planning to help an international property owner access sale proceeds efficiently.
KEY RESULT
A clear, tax-efficient exit strategy for an international property investment.
UK and French tax review
SCI exit strategy
Capital versus dividend planning
Risk and compliance assessment
Client
International property owner
Property
French property held through an SCI
Transaction
Planned sale of French property
Review focus
Capital Gains Tax, non-dom rules and cross-border planning
The Challenge
The client planned to sell a French property held through an SCI and needed to understand how to extract the proceeds while managing UK tax exposure.
The SCI is treated differently in France and the UK, creating several possible tax outcomes.
Our Approach
We reviewed the property disposal and the available methods of accessing the proceeds, including:
- French Capital Gains Tax
- UK taxation of the SCI
- Capital versus dividend extraction
- SCI liquidation
- Double taxation
- Long-term tax implications
What We Delivered
- SCI liquidation analysis
- Retained-structure option
- Alternative extraction methods
- UK and French tax comparison
- Recommended exit route
Value We Added
- Cross-border tax analysis
- SCI exit planning
- Capital versus dividend comparison
- Risk assessment
- Practical implementation guidance
Get clear advice before the sale so you can choose the right exit strategy and access the proceeds efficiently.