Statement of assets

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!