Management of Inheritance

Multiple means of constructing an inheritance and prepare your retirement, according to your age and financial as well as familial situation, exist. Investment? Rental investment? We intervene in these domains of the management of your inheritance.

1- Rental Investment

For those of you taxable in France, thanks to the SCELLIER-BOUVARD amendment, you embrace an inheritance and can benefit from a tax economy directly deducible from the sum of your taxation.

For those of you not taxable in France, if you plan for the long-term, the LMNP status is ideal to obtain complementary revenues for retirement.

The programmes that we provide have been studied, in order to be certain that all key points will be calculated in detail (location, management, quality of construction, etc.

2 - Investment

Life insurance offers the possibility of making one’s funds yield a profit, while pursuing a long-term objective: retirement, real estate investment, etc. In case of death, it also presents important fiscal advantages, in terms of estate, and a good cover for your family. Our desire is to always select the contracts, which ally security and yield. We have partnerships with French and Swiss insurers, in order to always provide you with an appropriate response to your situation.

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