Are you wondering how to diversify your portfolio? it is a great question as it is key to minimize risk and volatility. However, building a well diversified asset portfolio is not evident. How to start? How to do it avoiding falling into pitfalls and costly mistakes? Living in France, adds an additional context to be taken […]
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How to invest when living in France? What are the investment options available for you? How to start? You may feel overwhelmed and scared about making wrong decisions, as the finance world like too complicated. In reality, you just need to understand some basic concepts. We will be sharing a summary of what we hear from
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Becoming financially independent in France? It is a common question after COVID pandemic made us think more about what we want to do with our lives. Unfortunately, there are some ‘influencers’ taking profit of the situation and selling ‘magic secrets’ packed as trainings which are leading many to disappointment, and sometimes losing money. In the
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French government introduced back in 2019 the PER Plan d’Épargne Retraite in France as a complementary retirement savings plan. It is a measure targeting to support the retirement collective fund system. In this blog, we will give the key information on this topic that you need to know as an expat or foreigner living in France. Let’s start…
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Investing in real estate crowdfunding in France (or crowdlending ‘immobilière’) is getting exponentially popular in France during last years. Specially when interest rates were historically low, or negative, (before 2022) and investors were looking for alternatives to make their money grow. Crowdfunding was answering this need to many. Even now, with higher interest rates, there
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Taxes anywhere in the world could be a complicated and annoying matter. Even though there has been a simplification during last years, France remains as one of EU countries with higher rate and complex tax rules. Do not worry, we will explain in this blog our understanding and key points about income tax in France. Let’s
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Table of Contents Are you thinking of buying a property and trying to understand how to negotiate a house mortgage in France? We understand it is a key decision to make and we want to share with you our lessons learnt going through that process. Why should I negotiate a mortgage in France? If you are
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Table of Contents You may have heard about SCPIs in France and wondered what they are all about. What does SCPI stand for? Is it a worthwhile investment? Why are they so popular in France? In this blog, we will answer all these questions and provide you with a comprehensive understanding of SCPIs and their
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If you are working in France, your company may propose to you to participate within their ‘Plan d’Epargne Entreprise’ – PEE (company savings plan). For us, it has been a great opportunity to save and invest while profiting its tax advantages. Its success is reflected on the fact that more than 31% of French employees
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What is ‘intéressement et participation’ in France? If you work for a medium to large French company you will be hearing your colleagues talking about ‘intéressement et participation’, normally during the 2nd quarter of the year. Good news! this is more money for you! Let’s understand a bite more… Table of Contents What is ‘Intéressement et participation’
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