Accueil > Welcome to Thesaurus > Your Financial Needs > Pre-Plan an Inheritance

Pre-Plan an Inheritance

THESAURUS’s English speaking financial planners offer customized inheritance planning solutions for you and your family.

 

You’ve worked hard to achieve a comfortable lifestyle and you want to preserve your assets for the future use of your family. But foreign residents  rarely understand how drastically French inheritance law differs from the laws in their homeland.

A THESAURUS financial planner will review your assets and explain the legal avenues available to manage the transfer of your estate and minimize the amount of taxes owed by your loved ones.

Inheritance law in France is complicated and changes frequently. Protecting your wealth for your loved ones takes careful planning and long-term commitment, which happen to be our financial planners’ greatest strengths.

 

Peter N., 48, French resident for 9 years :

General Manager
"I found THESAURUS via the internet. Their website made a professional impression and the contacts I met at the initial meeting further inspired my confidence. I am currently invested in real estate products (ZRR and SCPI) and a SOFICA financial product that have reduced my income taxes by fifty percent in the first year alone. I recommend their services".

dot
emailEnvoyer à un ami dot imprimerImprimer dot ContactContactez-nous
dot dot dot dot dot



 English version

Accès rapide vers… Réduction d’impôts, défiscalisation Impôts ISF Conseil en investissement immobilier Conseil en placement financier Conseil juridique Conseil fiscal Conseiller gestion de patrimoine
Investissements immobiliers locatifs Location meublée LMNP Loi Scellier Loi LMP Loi Malraux SCPI Démembrement de propriété
Placements financiers Loi girardin industrielle SOFICA Placement assurance vie Placement en bourse FIP - FCPI Holding ISF
THESAURUS pratique Gestion de patrimoine, questions fréquentes Revue de presse Lexique Devenir CGPI THESAURUS Mentions légales Contacter THESAURUS Plan du site Sites de références