-
The Dutreil Pact 2026: Transfer Your Business with a 75% Tax Exemption

-
Future Protection Mandate: the discreet tool that shields your estate against incapacity

-
The Demembered Beneficiary Clause: the Hidden Tool of Generational Wealth Transfer

-
La clause bénéficiaire démembrée : l’outil méconnu des grandes transmissions

-
Bare Ownership Donation: The Window Not to Miss Before Age 70

Expertise Solutions Approach Regulation About Wealth Markets Contact Client Portal Become a Client FR / EN ESTATE PLANNING Bare Ownership Donation: The Window Not to Miss Before Age 70 Art. 669 CGI scale, flat tax at 31.4% and frozen allowances — why 2026 may be your last optimal year May 30, 2026 • 10 min read •…
-
French Life Insurance 2026: How to Transfer up to €152,500 per Child Before Your Death

Expertise Solutions Approach Regulation About Wealth Markets Contact Client Portal Become a Client FR / EN WEALTH TRANSFER French Life Insurance 2026: How to Transfer up to €152,500 per Child Before Your Death The 2026 Finance Act opened an unprecedented tax window until 31 December 2027 — but it comes with a critical subtlety the…
-
Wealth Transmission: Anticipating the Donation-Partage Before 2027
