Validated tax optimization in Andorra to secure your assets
Tax optimization in Andorra: cross-border expertise to ensure your peace of mind
For over 25 years, we have been helping our clients to secure their assets and optimize their tax situation when planning to expatriate or invest in Andorra. ENGAGE provides you with in-depth expertise in Andorran tax law, backed by a reliable network of tax specialists in France and abroad, to offer you a rigorous, compliant and sustainable approach.
Our mission: to guide you at every stage of your project, from a personalized analysis of your situation, to the optimal structuring of your location, while ensuring compliance with Andorran, Franco-Andorran and international tax obligations. Thanks to our global vision and close coordination with professionals in your home jurisdiction, ENGAGE enables you to take full advantage of Andorran tax provisions in a secure, controlled environment.
For over 25 years, we have been helping our clients to secure their assets and optimize their tax situation when planning to expatriate or invest in Andorra. ENGAGE provides you with in-depth expertise in Andorran tax law, backed by a reliable network of tax specialists in France and abroad, to offer you a rigorous, compliant and sustainable approach.
Our mission: to guide you at every stage of your project, from a personalized analysis of your situation, to the optimal structuring of your location, while ensuring compliance with Andorran, Franco-Andorran and international tax obligations. Thanks to our global vision and close coordination with professionals in your home jurisdiction, ENGAGE enables you to take full advantage of Andorran tax provisions in a secure, controlled environment.
Our areas of expertise
- Audit of personal tax situation and assets
- Coordination with partner tax specialists in France or elsewhere in your home jurisdiction
- Recommendations for optimized structures (holding company, patrimonial company)
- Obtaining special, secure and favorable tax regimes
- Application of double taxation agreements
- Setting up and validating devices with professionals specialized in your home jurisdiction
Our case studies
1.
A 58-year-old French executive wanted to reduce his tax bill and preserve the proceeds from the sale of his company. After an audit, we structured an expatriation and asset optimization strategy validated by Franco-Andorran tax specialists.
Result : over 40% in secure tax savings.
Result : over 40% in secure tax savings.
2.
A customer with a French holding company was guided towards the creation of an Andorran structure backed by a cross-border tax treaty-compliant scheme.
Result : integration of a sustainable and simplified tax framework, validated by his French advisors.
Result : integration of a sustainable and simplified tax framework, validated by his French advisors.
Set up your company in Andorra to develop your business and/or secure your assets
100% controlled Andorran legal, tax and operational structuring
ENGAGEadvises and supports you at every stage in the creation of your Andorran company or holding, with a view to optimizing your assets and tax situation.
From strategic analysis to legal creation and obtaining the necessary authorizations, we provide you with comprehensive, reliable support in liaison with trusted accounting, notary and banking partners.
Thanks to our cross-border expertise, we can help you reconcile wealth and tax optimization, compliance with legal obligations and operational efficiency.
ENGAGEadvises and supports you at every stage in the creation of your Andorran company or holding, with a view to optimizing your assets and tax situation.
From strategic analysis to legal creation and obtaining the necessary authorizations, we provide you with comprehensive, reliable support in liaison with trusted accounting, notary and banking partners.
Thanks to our cross-border expertise, we can help you reconcile wealth and tax optimization, compliance with legal obligations and operational efficiency.
We manage for you:
- Strategic analysis (tax and wealth objectives)
- Drafting articles of association and partnership agreements
- Foreign investment authorization
- Company incorporation at the notary's office
- Banking relations (share capital, account opening)
- Coordination with accountants and other professionals
Our case studies
1.
We helped a customer set up an Andorran asset holding company, transferring assets from a Luxembourg structure. Legal, banking and accounting coordination provided.
Result : company up and running in 12 weeks.
Result : company up and running in 12 weeks.
2.
An investor wanted to open a business in Andorra. We handled the authorizations, incorporation and domiciliation.
The result : an active, compliant company that was up and running on schedule.
The result : an active, compliant company that was up and running on schedule.
Get your residence permit in Andorra with our immigration expertise
Comprehensive, diligent and guaranteed support, from your first contact to your Andorran residency card.
Obtain your residency in Andorra under the best possible conditions. We'll advise you on choosing the right Andorran residency permit. We orchestrate all the steps involved in obtaining your residency authorization, within controlled deadlines and with rigorous file management.
Thanks to our knowledge of Andorran administrative requirements and our local network, we can help you and your family settle in quickly and with complete peace of mind.
Obtain your residency in Andorra under the best possible conditions. We'll advise you on choosing the right Andorran residency permit. We orchestrate all the steps involved in obtaining your residency authorization, within controlled deadlines and with rigorous file management.
Thanks to our knowledge of Andorran administrative requirements and our local network, we can help you and your family settle in quickly and with complete peace of mind.
Our support includes :
- Customized list of required documents
- Interface with Andorran administration
- Appointments, assistance with filing
- Post-residency follow-up and renewal reminders
Our case studies
1.
A French couple with children wanted to settle in Andorra in a stable fiscal and family environment. We took charge of the entire residency file, right up to the issuance of the card.
Result : authorization obtained in 6 weeks.
Result : authorization obtained in 6 weeks.
2.
An expatriate entrepreneur was looking for a quick residence. Dossier compiled in 10 days, administrative appointment obtained within 3 weeks.
Result : successful installation with family reunification in less than 2 months.
Result : successful installation with family reunification in less than 2 months.
Find, negotiate and purchase real estate in Andorra in complete security
From identification to signing, your real estate project in Andorra is perfectly managed, negotiated and secured
Find and secure your property in Andorra: whether you are planning a primary or secondary residence, or an investment, we will be with you every step of the way: research, legal checks, coordination with estate agents and notaries, negotiation, right through to signing. You benefit from a single point of contact to secure the transaction and speed up your installation.
ENGAGE guides you through your real estate project in Andorra: from selecting the property to signing at the notary's office, we ensure a smooth, secure process tailored to your life project.
Find and secure your property in Andorra: whether you are planning a primary or secondary residence, or an investment, we will be with you every step of the way: research, legal checks, coordination with estate agents and notaries, negotiation, right through to signing. You benefit from a single point of contact to secure the transaction and speed up your installation.
ENGAGE guides you through your real estate project in Andorra: from selecting the property to signing at the notary's office, we ensure a smooth, secure process tailored to your life project.
Our services include :
- Contacts with trusted agencies
- Legal analysis of the property (land registry, encumbrances, compliance)
- Assistance in negotiating and drafting pre-contracts under private seal
- Administrative procedures and foreign investment authorization requests
- Assistance and support in negotiating and preparing the deed of sale for the property.
- Coordination of parties involved (notary, bank, insurance)
- Tax advice on acquisition
Our case studies
1.
A customer wanted to buy a residential property in Andorra. Selection, negotiation, legal verification, notary.
Result : a secure purchase, with no nasty surprises and optimized tax treatment.
Result : a secure purchase, with no nasty surprises and optimized tax treatment.
2.
An expatriate was looking to invest in a downtown apartment for his daughter. We carried out the legal analysis and negotiated the terms with the real estate agent.
Result : a smooth, compliant acquisition, delivered turnkey.
Result : a smooth, compliant acquisition, delivered turnkey.
Structure your assets and open bank accounts in Andorra
Enjoy privileged access to Andorran private banking
ENGAGE can help you with all your banking and wealth structuring needs in Andorra. Whether you need to open a bank account, deposit share capital to set up an Andorran company, or organize the financial aspects of your assets, our approach is rigorous, confidential and tailored to your objectives. Thanks to our knowledge of the Andorran banking system and our network of trusted partners, every step is secure and optimized.
ENGAGE assists you in the process of setting up a bank account, transferring assets to an Andorran company and implementing your wealth management strategy.
ENGAGE can help you with all your banking and wealth structuring needs in Andorra. Whether you need to open a bank account, deposit share capital to set up an Andorran company, or organize the financial aspects of your assets, our approach is rigorous, confidential and tailored to your objectives. Thanks to our knowledge of the Andorran banking system and our network of trusted partners, every step is secure and optimized.
ENGAGE assists you in the process of setting up a bank account, transferring assets to an Andorran company and implementing your wealth management strategy.
We make it easy :
- Opening Andorran bank accounts
- Depositing share capital for your company
- Intermediation with banking institutions
Our case studies
1.
Opening bank accounts for a newly-resident customer. File prepared in compliance with KYC.
Result : acceptance at two Andorran banks in less than a month.
Result : acceptance at two Andorran banks in less than a month.
2.
We structured the contribution of a securities portfolio to a newly created Andorran company. Coordination between bank, chartered accountant and administration.
Result : successful banking and valuation.
Result : successful banking and valuation.
Plan for the future of your loved ones within a stable and protective tax framework
Wealth transfer and inheritance in Andorra: anticipate, secure and optimize
Prepare your transfer within a secure Andorran and cross-border legal and tax framework: our support includes structuring your inheritance and setting up arrangements tailored to your family, wealth and tax situation. Thanks to our personalized, cross-border approach, we can help you protect your heirs, while benefiting from the advantages of the Andorran legal framework.
We can help you organize the transfer of your estate according to your wishes, taking advantage of the neutrality of Andorran inheritance law.
Prepare your transfer within a secure Andorran and cross-border legal and tax framework: our support includes structuring your inheritance and setting up arrangements tailored to your family, wealth and tax situation. Thanks to our personalized, cross-border approach, we can help you protect your heirs, while benefiting from the advantages of the Andorran legal framework.
We can help you organize the transfer of your estate according to your wishes, taking advantage of the neutrality of Andorran inheritance law.
Our actions :
- Personalized estate audit and tax optimization analysis
- Setting up appropriate structures (Andorran holding company)
- Assistance and support for inter vivos asset transfers
- Drafting testamentary documents
Our case studies
1.
A 63-year-old business owner wanted to anticipate the transfer of his assets. Structuring with an Andorran company, supported by compliant inheritance arrangements.
Result : a tax-neutral transfer, in line with his wishes.
Result : a tax-neutral transfer, in line with his wishes.
2.
A Franco-Andorran family wanted to secure its assets in Andorra in anticipation of succession. A family holding company was set up with the appropriate statutes.
Result : consolidated assets and validated estate planning.
Result : consolidated assets and validated estate planning.
A proven method
Objective : to obtain your residency authorization file within 3 to 8 weeks and/or your company incorporation file within 8 to 16 weeks.
1.
Taking stock of your situation
Listening to your objectives in terms of tax optimization and
securing your assets.
securing your assets.
2.
Setting up a file
Setting up a multi-jurisdictional team to bring your project to fruition.
3.
Validating your project
Validation of the suitability of your expatriation to Andorra in tax and wealth terms.
4.
Consulting & strategy
Determining the strategy to reach your goals quickly.
5.
Application
Execution of mandates in line with your expatriation and wealth-security objectives.
6.
Follow-up & coordination
Coordination with our experts in accounting, insurance, real estate, banking, brokerage, concierge services...
Why not contact
now?
We start with an audit of your personal situation
We will conduct an audit of your personal situation in order to define a suitable strategic approach.
These initial discussions are also an opportunity for us to ensure that our service offering is fully in line with your profile and expectations.
This is why we are happy to organize any useful and necessary meetings upstream, in order to understand your needs and identify the relevant mandates to achieve your objectives.
No invoices are issued for our intervention until an estimate has been accepted and signed.
Our optimization solutions are secure and proven
Our experience of Andorra's legislative and regulatory framework and our multi-jurisdictional expertise mean you can benefit from secure legal and tax solutions.
Engage can help you with all the formalities involved in setting up in Andorra, so that you can take full advantage of the tax benefits resulting from your residency in Andorra.
Our remuneration is fixed and transparent
Our remuneration is set in advance in a transparent and objective manner.
It must be reasonable and justified.
It must never be an obstacle or a brake on the relationship of trust that we want to establish with you.
Expertise profiles
Every situation is unique, but certain profiles regularly present the same challenges when applying for residency.
Our experience enables us to anticipate these complications and turn them into opportunities.
Our approach not only enables us to obtain residency quickly and smoothly, but also to optimize taxation and secure our clients' assets over the long term.
- High net worth individuals
- Successful entrepreneurs
- Top athletes
- Annuitants
+25 years
experience
100%
of our customers have successfully completed their implementation and optimization projects
Benjamin understood our needs and managed to bring our installation project to fruition in record time. His expertise and seriousness enabled us to meet our optimization objectives. The kindness and involvement of his team made the whole process simple and straightforward.
Our institutional and academic references
Our advice meets the highest quality standards. We rely exclusively on reference sources, recognized for their reliability and prestige.
We trained at some of Europe's most renowned academic institutions, including ESCP Business School, Université Paris Nanterre, Universitat Pompeu Fabra de Barcelona and Universitat d'Andorra.
Our membership of the Collège Officiel des Économistes d'Andorre(www.coea.net) confirms our commitment to excellence, rigor and security, at the service of our customers who are looking for trusted solutions for their future.
Tax expatriation in Andorra: benefit
+ 25 years of expertise
At Engage, we mobilize a multidisciplinary team to support you at every stage of your project: taxation, residency, business structuring, banking, real estate, succession.
Our strength? Listening to our customers, over 25 years' experience, an integrated vision, a rigorous approach and a trusted network to secure every decision, from planning to installation.
Our strength? Listening to our customers, over 25 years' experience, an integrated vision, a rigorous approach and a trusted network to secure every decision, from planning to installation.