Heritage

With a stock of offshore wealth valued at 15% of GDP, France is above the world average, according to a recent study. A considerable shortfall for public finances. These are figures that could revive the debate on tax evasion by French taxpayers. According to a recent study, French households hold approximately 300 billion euros in […]

Need to set the selling price of your home? Thanks to our practical advice, assess the price of your property on your own. Real estate professionals can also estimate your home. We tell you about the procedure to follow and the various steps. Also discover the mistakes to avoid when you want to sell your

A person’s real estate is made up of different assets, not just the main home. What does the real estate heritage correspond to? We explain how to value your property to make it grow. Also discover the specific cases of SCI, life annuity and rental management. What does immovable heritage mean? All of a person’s

You wish to bequeath your property to your descendants, children or grandchildren. Control your succession with complete peace of mind with the various solutions available to you. Find out how to transmit your property to your heirs while benefiting from favorable taxation. Inheritance during his lifetime, the donation The donation consists of donate real estate

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.

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

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