top of page

    Tax system

    heritage

    How to master the new tax deal?

     

    1 / For your investment capital

    Choose the methods of your investments well: life insurance, PEA, PER, FCPI, SCPI, company subject to corporate tax, acquisition of bare ownership, real estate investments under tax exemption laws by prioritizing the internal rate of return of the 'surgery...

    Have a global approach to take into account all heritage aspects, in order to optimize the taxation of your capital at the IFI.

    2 / For your income

    Optimizing the creation of your income: yield real estate, furnished rentals, club deal, paper stone, etc.

    Control the distribution of this income: favor capitalization structures, avoid income suffered.

     

    3 / For your transmission

    Anticipate your future succession by adopting a strategy of dismembering your assets (management power and capital).

    Organize the protection of your loved ones by taking advantage of the advantages of certain investments such as life insurance ...

    Make donations of certain assets during your lifetime while benefiting from the tax advantages linked to this strategy

    (€ 100,000 abatement per parent and per child every

    15 years).

     

    Be careful, the wealth strategy takes precedence over tax optimization!

    Contact

    Success! Message received.

    Franken Consulting

    The head office

    Tour Oxygène

    10-12 boulevard Marius Vivier-Merle

    69393 LYON CEDEX 03 – FRANCE

    Office or home consultations

    North annex

    10, Avenue George V
    75008 PARIS - FRANCE

    Consultations by appointment

    South annex

    2, rue Henri Barbusse
    13001 MARSEILLE - FRANCE

    Consultations by appointment

    +33 (0) 975 718 439

    contact@frankenconsulting.com

    1200px-Skype_logo_(2019–present).svg.png
    Microsoft_Office_Teams_(2018–present).svg.png
    raw.png
    linkedin-logo-e1407144392549.png

    Karré Patrimoine

    © Copyright 2017 - 2023

    bottom of page