1,000 lives, OneLife – Case study #4

Meeting Marie Since the start of her career, Marie has had numerous expatriate assignments. With Jean, her former husband, she has lived and worked in several different countries. Together they have two children, Jacques and Manon. After their divorce, Jean returned to France with the children to provide them with a stable educational environment. For […]

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1,000 lives, OneLife – Case study #3

Meeting Georges Georges is married to Mireille under the regime of separation of assets. They live together in Lyon, where they work as senior executives and enjoy a comfortable income. The couple’s two children, Jeanne and Pierre-Alain, are in their late twenties. They have both successfully embarked on their professional careers and live with their […]

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Waiving the benefit of the policy, or how to optimise transmission between generations

It is always possible and even advisable to anticipate the transmission of one’s wealth as early as possible, and for this to consider inter-vivos gifts. In case of intergenerational transmission, it could be possible to benefit from an allowance which is renewable every 15 years, of €31,865 per grandchild and €5,310 per great grandchild. Above […]

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