Statement of assets
What aspects will we study?
Our balance sheet is based on a comprehensive collection of information about your situation which allows us to respond in a "surgical" manner to all of your objectives.
What themes are we going to focus on?
THE FAMILY SITUATION
- Analysis of current marital status in relation to existing regimes
- Family protection
- Surviving spouse protection
- How to help a family member without affecting the hereditary reserve and avoid any action to reduce or retrench
REVENUES
- Analysis of your different types of income:
- Salaries and wages, pensions and life annuities
- Property income
- Household income
- Industrial and Commercial Profits
- Non-commercial benefits
- Agricultural benefits
- Executive Compensation
- Capital gains on real estate and movable property
TAXATION
- Analysis of the tax burden (income tax and social security contributions, IFI, wealth tax, business tax)
- Global Tax Optimization Schemes
- Tax and social optimization through employee savings, retirement savings and the Pact Act
ASSETS
- Analysis of movable and immovable assets held in a private or professional capacity
- Asset allocation proposal in line with economic and investor conditions and selection of the best funds in the market
- Optimization of taxation on real estate assets
METHOD OF DETENTION OF HERITAGE
- Dismemberment of ownership (bare ownership / usufruct, quasi-usufruct)
- Creation of a company (statutes and registration)
- Modification of the matrimonial regime
- Setting up tontine or precipitates
THE TRANSMISSION
- Analysis of the estate devolution
- Estate Audit
- Schemes for optimizing the transmission of assets (beneficiary clause of life insurance tailored to your needs, creation of civil society, Dutreil pact, dismemberment of property, donation-sharing, etc.)
Do you want a complete assessment? Do not hesitate and contact us, the Wealth A7 team is here to answer your needs!
Need our service ?
Ready to start with us?