Financial and tax advantages

Meeschaert Gestion Privée can provide a solution for your specific situation and requirements, while enabling you to benefit from the special tax advantages of life insurance.

Building capital for the long-term

With a life insurance policy you can invest in a broad range of highly secure or more speculative investment vehicles, in keeping with your objectives and investment style. Since your goals are likely to change over time, you can also shift your investments between asset classes tax-free.

Protecting your loved ones

Life insurance offers a particularly attractive way to pass your wealth on. Your financial advisor can help you prepare to bequeath your estate, which in most cases will be exempt from estate taxes, regardless of your relationship with the policy beneficiary.

Prepare for retirement with an automatic investment plan

Investing in financial markets regularly and at your own pace reduces the impact of stock market fluctuations. Setting up an automatic investment plan is the most reliable way to build a nest egg or provide additional income for your retirement.

Helping future generations

Life insurance is one of the best ways of transferring wealth to your children or grandchildren. By making them your beneficiary you can pass on the sums you invest from your generation to theirs. You can also, for example, give your grandchildren money now that they can invest in their own life-insurance policy. If you so specify, they cannot withdraw money from the policy until they reach legal age. This is one way to help them get their careers projects off to a good start.

Make a solid investment while reducing your ISF wealth tax

If you would like to make a secure investment while reducing both your personal income tax and French ISF wealth tax (if applicable) Meeschaert Gestion Privée recommends the purchase of a guaranteed capital policy known as a "bon de capitalisation". You will be taxed only on the capital invested and not on the value of the bond.

Complete, simple and transparent information

As a Meeschaert client you will receive a detailed statement of each transaction involving your assets.

We will also send you a quarterly statement indicating the total value of your policy and the relative proportion of each investment vehicle used.