CHANGING TAX RESIDENCY COMES WITH MAJOR IMPLICATIONS

Transferring your tax residency to or from Israel is a strategic decision with wide-ranging consequences for:
• Tax return filing obligations
• Real estate taxation
• Professional and passive income
• Gift and inheritance planning
• Foreign bank accounts and investments
Without proper preparation, this transition can lead to double taxation, penalties, or major financial losses.

CABINET ASSULINE & CO, YOUR TRUSTED PARTNER FOR A SMOOTH TAX TRANSFER

With over 25 years of expertise in Israeli and international taxation, Assuline & Co. assists individuals, entrepreneurs, and olim hadashim in managing their tax residency changes.
Our role? To advise you, highlight the risks, and design a compliant and optimized transfer strategy that aligns with tax authority expectations in all relevant jurisdictions.

OUR TAX RESIDENCY TRANSFER SERVICES

Preliminary Situation Analysis

•Determining tax residency status under Israeli and OECD criteria
• Assessing double residency risks and potential loss of exemptions
• Advising on optimal timing and transfer strategy

Departure or Settlement Structuring

• Support for olim hadashim: tax rights, 10-year foreign income exemption
• Transfer of companies or professional activities
• Tax planning for passive income: dividends, rents, pensions, interest
• Advice on foreign bank accounts (FATCA, CRS compliance)

Wealth Planning Before/After Transfer

• Unrealized capital gains, exit tax
• Transfer of real estate or asset-holding companies
• Cross-border inheritance planning: donations, usufruct structures, family holdings

Declarations & Legal Compliance

• Coordinating tax obligations in both countries
• Exit declaration / Entry registration in Israel
• Regularization in case of prior non-declaration or ambiguity

WHO IS THIS FOR?

• Individuals relocating to Israel (aliyah) or returning to France
• Business owners transferring tax residency or headquarters
• International investors with cross-border assets
• Families planning cross-border succession
• Freelancers working in multiple jurisdictions

DID YOU KNOW?

If you obtained Israeli nationality before physically relocating, it may be legally possible to postpone the official start date of your Israeli tax residency.
This allows you to extend your oleh hadash benefits, such as the 10-year exemption on foreign-sourced income.
It’s a strategic lever for long-term tax optimization—provided you meet legal conditions and deadlines.

Learn more on our dedicated page about deferring Israeli tax residency READ MORE ➜

WHY CHOOSE ASSULINE & CO?

• In-depth knowledge of international tax treaties
• Expertise in Israeli, International, and OECD tax frameworks
• Multilingual support in French, Hebrew, and English
• Confidential, meticulous, and goal-oriented service
• Trusted by olim hadashim and global taxpayers alike

Anticipate, secure, and optimize your transition with Assuline & Co.

Schedule a personalized consultation for your tax residency transfer today.