REDUCE YOUR TAXES: the best way to build up your wealth
PAYING TAXES IS NO LONGER A SEALED FATE !
Tax-exemption mechanisms and tools are sufficiently numerous and varied for you to be able to benefit from tax reductions whatever your taxation level.
This presents you with the possibility of reducing your taxation and enhancing your income by taking advantage of tax savings. Relevant secure investments enable you to develop your wealth in a completely legal way.
As far as tax optimisation is concerned, the solutions deployed must be part of a global wealth strategy aimed at optimising your overall taxation situation.
So after we have performed a precise diagnosis of your situation and familiarised ourselves with your aims, our teams get down to the business of determining the most appropriate strategy together with you.
In its efforts to kick-start the economy and smooth over significant infrastructural shortcomings such as housing and run-down areas, the state supports investment in certain property sectors in return for some very attractive tax advantages. When compared with other ventures, property nowadays constitutes a particularly secure investment open to you without any personal input.
Nowadays demographic conditions call into question the French retirement financing system. We each find ourselves faced with a new if implicit challenge: setting up as soon as possible a personal savings plan to ensure our income is regularly boosted on a stable basis.
We face risks that could have major repercussions on our family life (unemployment, illness, incapacity to work, disability involving partial or total dependence and even death). The result of these events is lower income that is sometimes exacerbated by an increase in expenditure. By anticipating these risk factors with the help of customised contingency solutions, you provide for your nearest and dearest by ensuring them financial income and preventing depletion of family wealth built up over the course of many years.
The impact of taxation on passing on this wealth adds to the complexity of succession planning. Minimising the size of death duties, preserving enjoyment of your assets and making sure they are distributed according to your wishes presuppose a specific approach established in advance. Thanks to tailored legal expedients such as gifts between spouses, family real estate companies and amendments to the matrimonial system you can make the most of your succession plans by safeguarding your interests and those of your nearest and dearest.
CONCEPTIMM’ offer you the advice of a professional expert and solutions tailored precisely to your situation, assuring you of a lasting relationship at each stage of your projects.
TAXATION STUDY AND WEALTH STRATEGY
In order to suggest to you a custom-made taxation and wealth solution, we have to start by studying your situation.
This study covers your family and professional situations, analyses current and future constraints and identifies your main goals.
It enables us to reach a precise diagnosis and reveal your cash position, any imbalances to be corrected and strong points to be leveraged.
We advocate the most appropriate solutions with the aim of meeting your needs perfectly. Then we are in a position to establish your wealth strategy over the short-, medium- and long term, always applying total confidentiality.
Then we submit to you a file consisting of: :
The one or more finance laws corresponding to your profile