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 Flat tax or PFU: how does it work? What advantages for the taxpayer? The flat tax, or PFU Prélèvement Forfaitaire Unique, came into force on January 1, 2018. This is a single rate that applies to many financial investments, unless the taxpayer chooses otherwise. How does it work and what are the benefits of PFU? … Read more

 Savings: why leaving money in your current account is counterproductive? Following the health crisis, the level of savings of the French is at its highest. Current accounts and passbooks are seeing inflow levels that are rarely achieved. However, is money sleeping? Should you put your money elsewhere? We explain why leaving your money in a … Read more

 5 investment strategies for a young person under 25 At 25, young people do not always think about investing, simply because they are just entering the workforce and do not think, for the most part, that they can afford to save. And yet, the earlier you invest your money, even if it is only a … Read more

 Rental management: 10 good reasons to delegate it Rental management is a time-consuming activity. Between the tenants who file their notice, the search for future occupants, the selection of the best files, the visits and all the little worries of everyday life, this task is not easy. Indeed, it requires availability, time and energy. It … Read more

 Real estate investment abroad: what risks? What precautions? Investing in real estate is a safe bet. Whether it is to build up a heritage, pass on an inheritance to one’s children, reduce tax or take advantage of rental income, the French consider this to be the safest way to invest their money. Taxes and prices … Read more

 Investing in bottles of wine, is it a good investment? Investing in bottles of wine, here is a pleasure investment that tempts more than one lover of good things, which is moreover an epicurean. This investment is certainly a niche market, but it has the advantage of being 100% French, the most expensive wines being … Read more

 Income tax: when should you detach your student child from your tax household? As soon as the children are adults and continue their studies, the question of whether to detach them from the tax household of the parents arises. When it makes sense to complete their income tax depends on each household. And this choice … Read more

 Wealth manager: how to choose it? 3 mistakes not to make The role of the wealth management advisor is to help financially well-off clients optimize their savings, both in terms of wealth and tax, keeping in mind the main objective you have set for yourself. Depending on your investor profile, your liquidity, your income, your … Read more

 Investing in luxury watches, is it a good investment? The luxury watch market is not what comes to mind spontaneously for savers and investors. For good reason, it is a niche market, just like gold, crypto-currency, oil, wines or even collector cars. However, in the context of portfolio diversification, luxury watches have their place, provided … Read more