Intricacies

for French residents

Advanced articles for French resident investors

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Wealth transfer in France: little-known options
Wealth transfer in France: little-known options

French wealth transfer is very burdensome. Expatriation, "donation trans-générationnelle avec réincorporation" and renouncing your inheritance are little-known optimization alternatives that can complement donation of bare ownership, "assurance-vie" and business transfer.

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The latest article

  • Heavy social security charges and high taxes on income / real estate/
    financial investments / inheritance

  • Various mechanisms
    for tax relief: what's clever
    and what's not

  • Unique low-risk
    investments in
    securities and real estate

  • The gift of
    long-term real estate capital gains

The landscape of the French resident investor

All my articles for investing as a French resident

Blog
Wealth transfer in France: little-known options
Wealth transfer in France: little-known options

French wealth transfer is very burdensome. Expatriation, "donation trans-générationnelle avec réincorporation" and renouncing your inheritance are little-known optimization alternatives that can complement donation of bare ownership, "assurance-vie" and business transfer.

Investing for your children in France
Investing for your children in France

Beware of gift tax and capital gains tax. Your monthly contribution will be limited by your salary. You'll also need to find the best account to minimizes fees plus taxes.

Investing for your children
Investing for your children

If you invest well from birth, at age 40 your child can expect to have in today's money: 150k euros / francs for a monthly effort of 100 - 1.5 million for an effort of 1000.

Advanced articles for French expatriates or Swiss residents

Castle in Switzerland demonstrating the longevity of an estate generation after generation
Blue boat in front of a glassy sea or a lake: an expatriation destination for French tax non-residents