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Allianz Fidélité

Allianz Fidélité

This is Allianz’s normal assurance vie product. Basically, it has all the same advantages regarding French inheritance law, death duties and income tax as any normal Assurance Vie. However, it is a Clean Share contract, so you gain more on shares as the fees are less...

SCPI-Rental investment with a difference!

SCPI-Rental investment with a difference!

k, let’s face it, these days; it is difficult to find a safe and performing investment. There is a temptation to go back to the old and trusted property investment. So how can we get a rental income without having to deal with difficult lodgers and...

Regulated saving accounts in France

Regulated saving accounts in France

here are a number of French governments regulated saving accounts available in French banks so here is a sum up of all of them so you can choose which one is best for you and your financial situation. All those accounts are similar to ISAs in the...

Allianz Plan Vie

Allianz Plan Vie

This is an assurance vie created by Allianz for people who have less than 30 000€ to invest or want to put some money into it every Month. It has the same advantages as an assurance vie regarding death duties and income tax. Who can invest in it: Anybody who is French...

Allianz PER-I

Allianz PER-I

his is an assurance vie created by Allianz but also all the other insurance companies to comply with the new law PACTE created by the government. This new law relates to pensions in France and in order to encourage people to save themselves for...

PEL: « Plan Epargne Logement »

PEL: « Plan Epargne Logement »

ow many of you have some savings accounts in their French bank without knowing what they are, how much they earn or how they work? Come on! Not a week passes without me meeting people who do not have a clue, sometimes, not even knowing how many...

Investment socialy responsible: ISR

Investment socialy responsible: ISR

f like me, you are keen on nature and justice in this world and also like to make money without feeling bad about it, then, Allianz has created a new product for us! This investment ISR created last July is aimed to trade only in funds that include...

« Demande d’information »

« Demande d’information »

his document has been sent to all our customers that have investment/savings with us. This is because the government has issued a new law stating any companies doing investments or financial services is obliged to keep up to date with its...

SWISSLIFE Strategic Premium

SWISSLIFE Strategic Premium

his is Swisslife most flexible and popular Assurance Vie saving account/investment product. It is an Assurance vie so it has all the advantages regarding French inheritance law, death duties and income tax. Who can invest in it: Anybody who is a...

« Assurance vie »

« Assurance vie »

o, this is NOT a life insurance!! Assurance vie is a saving/ investment account! Assurance vie saving account has been so successful that today there are over €1.5 trillion invested in Assurance vie policies. Over 22 million individuals have either...

Allianz Vie Generation, a bigger allowance for death duties

Allianz Vie Generation, a bigger allowance for death duties

ost of you know that, in France, your children are only entitled to 100 000€ tax free on your death and that to increase this amount you can invest an additional 152 500€ in an assurance vie account. But did you know that the French government, to...

ALLIANZ 4LIFE formule Retraite (for pensions)

ALLIANZ 4LIFE formule Retraite (for pensions)

ALLIANZ 4LIFE formule Retraite (for pensions) Most of you by now know about the savings account called Assurance Vie which is an investment with tax advantage (revenues and inheritance tax) but did you know that with us, there are different sort of Assurance Vie...

ALLIANZ 4LIFE formule épargne (investment account)

ALLIANZ 4LIFE formule épargne (investment account)

ALLIANZ 4LIFE formule epargne (investment account) Most of you by now know about the savings account called Assurance Vie which is an investment with tax advantage (revenues and inheritance tax) but did you know that with us, there are different sort of Assurance Vie...