YOUR HERITAGE PROJECT

Clearly defining your heritage project is our first mission. Whatever your objectives, we are here to help you

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For any request for information, we offer a free and non-binding personalised study.

Don’t wait any longer!

SEAMLESS ACCOMPANIMENT UP TO DELIVERY

MASTERY OF THE VARIOUS TAX SYSTEMS (PINEL, LMNP, DEFICIT FONCIER, NON-RESIDENT, MALRAUX, HISTORICAL MONUMENTS)

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AGILITY IN COMMUNICATION ; INDEPENDENCE IN THE SOLUTION

Protecting your family

Since they are dear to us, it is essential to look after our loved ones. If you are well guided, real estate will enable you to protect those around you against the hazards of life. Used properly, loan insurance allows you to protect your family from the uncertainties of the future.

Préparation retraite
reduire-pression-fiscale

Reduce your tax burden

VAT, wealth tax, property tax, social contributions, internal taxes on petroleum products, etc. the list of tax charges seems endless. The pressure on the purchasing power of the French is one of the strongest in the world in order to support the state budget.
However, at Les clefs du patrimoine, we have some ideas to present to you in order to transform this inevitability into an opportunity and to allow you to build up your heritage in complete serenity.
If you are not a tax resident in France but you wish to invest here, we also have solutions to offer you to reduce the tax bill of your investment as much as possible. If you are not properly accompanied, you risk being taxed in France even if you live abroad.

Preparing for your retirement

For years, intergenerational solidarity has supported the French pay-as-you-go pension system. However, due to the declining ratio of working to retired people, this system is running out of steam. It is therefore becoming necessary to anticipate this change in life.
Investment in stone has long held an important place in the hearts of the French. Now it is even becoming an indispensable element in preparing for your retirement.
Based on our experience with expatriates, we know that preparing for retirement is a major issue because, depending on the nature of your employment contract, you do not always contribute to benefit from the French system. We can therefore help you to plan for your old age as well as possible.

Préparation retraite
Successions

Transmission of heritage

Since you have made a lifetime of efforts to build up your assets and you want your family to benefit from them after you, it is important to be accompanied to prepare a serene succession of your assets and reduce the tax bill.

READY TO INVEST?

Ask for a free, personalised, no-obligation study to discover the type of investment best suited to your profile.