News

There's no escaping it, the tax return campaign has started! As always, it starts in April, but when does it end for you and what are the changes? Here are the questions we'll be answering in...

Unlike life annuity sales, life mortgage loans are relatively recent, having been included in the French Consumer Code in 2006. What are the differences between these two contracts? How does the...

More and more rules are governing the lives of wealth management advisers. In order to protect the customer and ensure the security of the whole process, the authorities have introduced numerous...

At the start of the new year, we take a look at an important point in the Finance Act 2024: the reform of the restitution claim. What is the restitution claim? What is the impact of this change?...

In the current economic climate, our partners are constantly improving their financial solutions to meet our needs and those of our customers. The result is an ingenious new product: a structured...

Following on from the decision to extend real estate zoning, the government, through the intervention of its Minister Bruno Le Maire, is outlining Prêt à Taux Zéro’s new...

With inflation stabilising, the decisions of the world's central banks are eagerly awaited by everyone in the financial world. What are their latest decisions? What are they based on? Wealth A7...

While this was common practice for many years, the unprecedented period of low interest rates has seen this clause gradually disappear. Why? Simply because, with a falling property loan market, a...

Wealth management advisers are an increasingly well-known and widespread profession. We often talk about the qualities of these professionals, but what is the essence of their work and how do they go...

In today's fast-moving financial environment, it is sometimes difficult to position yourself in traditional financial investments. That's why there are alternative solutions that meet certain...

There are several different ways to invest your savings. Most of the time, your savings are deposited with your bank, at the suggestion of your adviser. What types of investment are available from...

When you own a rental property, the tax authorities take into account the expenses relating to this property. Depending on whether the property is rented bare or furnished, the treatment is...

To replace the ISF (Impôt Sur la Fortune), which was repealed on 30 December 2017, the government has introduced a tax system that only takes into account real estate assets, the Impôt...

A few days after the stress experienced by banks on the markets, another crisis shakes some of them. Searches have taken place this week on suspicion of "CumCum", a controversial practice...

We often hear about investing in real estate but what is the best solution? It depends on each person, so here are a few things to help you understand. Investing in the Pinel law and Pinel...

The transfer of contracts from one insurer to another is a subject that is regularly on the agenda. But on 31 January 2023, a new step was taken. On that day, the Senate voted on the first reading of...

After an unprecedented year marked by historic variations in borrowing rates, a major change is about to take place. Indeed, the significant inflation of 2022 has highlighted considerable problems...

  Ab initio dismemberment is a method of transferring bare ownership shares from the creation of the company without the need to make a donation, but what are the advantages and risks of this...

The creation of a company is an important step in the beginning of your activity. Numerous fiscal, financial and technical aids can be granted to you in order to facilitate this creation:...

Investing in a Pinel scheme allows you to obtain a significant tax reduction thanks to a commitment to rent for 6, 9 or 12 years. The device has been greatly modified and the changes will be...

Emmanuel Macron has started his presidency and has announced since his campaign a tax cut of 15 billion. The regime of cohabitants being very penalizing, what impact could this quinquennium have on...

Because of the inflation, the rates of the credits increased gradually these last months, however, the rate of usury remained stable and prevents the banks from carrying out one of their tasks: the...

On March 6, 2022 a decree was published concerning the standardization of life insurance and PER fees. This measure will allow future policyholders to compare the costs of the different unit trusts...

Structured products and inflation: should you invest?   These are products that allow you to boost your portfolio while protecting your capital. Many structured products are proposed on...

On Thursday, April 14, 2022 the European Central Bank met to decide on the policy to be adopted for the coming months. Many actors remained intrigued by the position adopted by the...

From 1 April 2022, membership of an approved professional association will be compulsory for all professionals wishing to register with ORIAS as brokers or as agents for brokers. The purpose of...

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We are going here to consider two bills that have already been tabled in the National Assembly. These bills relate to the exemption from transfer duties on the transmission of family businesses...

The 2022 presidential election is gaining momentum in the news. The economic debates during the elections will mainly focus on themes that have been highlighted by the Covid crisis. The...

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The Wealth A7 team is happy to see you again after this energy boost! While we expected a rather calm August, the news has unfortunately been quite hectic. Indeed, you will not be without...

Topic more relevant than ever: COVID-19 Between Variant Delta and health pass, debrief on what is happening. As we were able to discuss in our article last week, according to the government,...

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Based on the observation that our clients are more and more fond of the REITs (real estate investment company), this article could also interest you! The concept in a few words: the REIT is an...

Do you think that the life insurance contract may not meet your expectations because you can make regular withdrawals and therefore being taxed on the part of the interest generated? Wealth A7 has...

Did you already know Bitcoin, Etherum, Ripple? It looks like the story will not end there ... At the beginning of November, Christine Lagarde, assisted by her “Mr. Crypto”,...

As we can all attest, 2020 has not been a smooth year. And it's not over yet... At a time when the health situation is deteriorating further, between curfew and lockdown, we must admit that a...

There are several ways to invest in real estate while optimizing the taxation of your wealth. Either by investing in building new housing Either by rehabilitating old housing Today with...

It is a fact: the French are increasingly deserting apartments and are setting their sights on houses. Indeed, in search of an increasingly important quality of life, people are ready to move away...

The agricultural sector is now faced with multiple issues that it is necessary to dwell on in a still uncertain economic context. Indeed, land management, farm transfer and cost optimization are...

Over the past few months, faced with hyper volatility in the financial markets and wishing to protect your assets, many of you have asked us about safe havens. Gold is the historical safe haven,...

This Tuesday, we are not going to tackle one of our usual themes in the field of finance, economy, taxation or real estate ... The sunny days are finally coming and it is time to take stock of these...

Inflation. What is behind this economic term? Could the Coronavirus crisis lead to higher inflation? With what consequences ??? What is inflation? It is characterized by the decline in the...

Investing in a property located in a service residence is a solution that deserves your attention because of its many advantages. You do not know what is the furnished rental in service residence?...

It's not easy to navigate the jungle of financial and real estate investments, is it? Don't panic, the Wealth A7 team has worked on a synthetic presentation to simplify your life and guide...

As the coronavirus continues to rage and affects more and more countries and more and more of us, we also need to know how to lift our heads and look to the future. But how do we know what lies...

In the current context of sanitary crisis, a wave of panic is blowing on the stock markets. The financial markets known their peer week since the 2008 crises and dropped by more than 15% in a few...

Socially responsible investing (SRI) involves investing your money in a fund that meets environmental, social and governance criteria (ESG criteria). To begin with, what is a fund? It is a...

Invest in real estate through a real estate firm has many benefits in terms of management and transmission. The real estate firm is flexible and usefull for many asset strategies. But what about...

There are 7 reasons to choose Wealth A7 for your wealth management : And find us on Youtube: at least 7 reasons why! - Low credit brokerages fees - Fees under control for your financial...

In the long run, the Livret A is becoming increasingly unprofitable, and the situation is going to deteriorate when the rate will fall until  0,5% in February ». So, the...

As we all know, interest rates have reached a historically low level (1.18% on average in September 2019, Source: The Crédit Logement Observatory). This represents a golden opportunity for...