Your situation - How to cope with tax changes, such as the "prélèvement à la sorce" (withholding tax) and the new "impôt sur la fortune immobilière" (real estate wealth tax). On your investments - Choosing the right investment vehicle: insurance ...
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Your goals
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What are the challenges? - The increase in life expectancy - The programmed decrease in the amount of pensions - The low returns on investments without ...
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Time is your best ally when it comes to safeguarding your estate. Prepare the transfer as early as possible - use the tax wrappers for donations as much as possible (bare ownership, usufruct, etc.).
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Your situation Do you have cash to invest and are you mainly invested in euro funds? You wish to review the organization of your investments? Here are some tips to follow...