Guides

Working documents, not brochures: each guide follows the real calendar of a situation, with the questions to ask and the documents to gather.

A guide does not repeat what a fiche already explains: it assumes you already know why a step matters, and answers a more practical question — which documents to gather, who to show them to, what to ask. The two guides below each follow the real calendar of one situation, step by step.

French tax for new residents The companion checklist for your first year: what to gather before you have a tax number, and which annexes apply to you.The cross-border succession toolkit The tools available once forced heirship applies, in the order to consider them, and the document each one requires.

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The group's other websites

Private Equity Valley Private equity and unlisted fund selection SCPI Valley SCPI (property fund) selection and analysis Éthique & Patrimoine Wealth advice and responsible investment

Also worth reading: the White paper — Private Equity 2026 published by Private Equity Valley — Unlisted assets: selection, risks, access.

Written by Stéphane Molère, Président d'Éthique et Patrimoine — page last reviewed on 2026-08-30 — rules quoted are those in force at that date.