Losing a loved one is always a very difficult time to experience. Once the emotion is over, it is also necessary to take care of the administrative procedures, and in particular the succession. How is it going? What is the waiting period for an inheritance? We explain the different stages of the succession to you. …
How long does it take to receive money from an estate? Read »
In the context of an estate or a real estate investment, the dismemberment has advantages. Discover the advantages of the dismemberment of property in terms of the transmission of real estate assets. What are the benefits for the descendants? Everything you need to know about real estate dismemberment in terms of taxation. What is a …
To find a good wealth management advisor and access personalized advice, new financial technologies, otherwise known as FinTech, are emerging and gaining ground in the wealth management industry. They offer the same services as a physical advisor and help create new opportunities. The purpose of these digitalization platforms is to offer the general public personalized …
SCPIs are increasingly sought after by small and large savers. Who are they ? What are their returns? Here are some clarifications. The SCPI in detail on scpi-8.com What is behind the acronym SCPI? SCPIs are Civil Real Estate Placement Companies. Real estate investing has become and will be for many years to come, one …
Do you want to build up a solid heritage? How about buying an investment property or rental housing? We tell you all about this efficient way to put your savings into a profitable project. What is an investment property? The investment property designates the purchase of a complete building only for rental purposes. The term …
Invest in an investment property: build up your assets! Read »
Managing your wealth can be a complex and time-consuming task. This is why the intervention of a wealth management advisor, trained to have a global view of your interests, can provide you with decisive help in this regard. Based on your specific situation, it mobilizes all the means likely to make your assets grow. A …
Having a better view of your financial situation and making the right decision to optimize your wealth is not a skill given to everyone. Whether it is to grow your savings, to carry out a project, to finance the studies of your children or to prepare the transfer of a good, the question of the …
Wealth management advice: when and why should you use it? Read »
The French are numerous, each year, to embark on the acquisition of a wine property. This enthusiasm is explained by a real passion for the world of wine, but also by the desire to surround oneself with a new living environment or to give oneself the means for a professional retraining. These tips can help …
When we reach a certain age, the transmission of the heritage that we have built throughout our lives becomes a real concern. This is the reason why it is important to prepare your succession as soon as possible, and to think about sheltering your loved ones through life insurance. The importance of organizing your succession …
In the absence of descendants, the question of succession arises. Who will inherit your property in the event of death? Do nephews and nieces inherit automatically? And what are the tips to know to pay as little estate tax as possible? We answer all your questions to know how to pass on your heritage to …