Your situation How to mitigate tax scheme amendment, direct tax debit, new real estate wealth tax. On your investments - Choosing the right investment vehicule : insurance
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Your goals
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What are the challenges? - Longer life expectancy - Scheduled decrease in pension amounts - Low investment returns without a significant increase in the...
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Time is your best ally in making your assets last. Prepare the transmission as soon as possible - use as much as possible the tax envelopes of the donations (bare ownership, usufruct, etc.).
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Your situation Do you have cash to invest? Are you mainly invested in euro funds? Do you wish to review the balance of your investments? Some advice to follow...