Assurance Vie Guide

For expats in France, an Assurance Vie life assurance policy is one of the most popular and effective ways to build and protect your personal capital in a tax efficient manner.

Assurance Vie Guide

Client in her Studio

As a tax wrapper for your investments, Assurance Vie provides the opportunity to generate tax-free capital growth and benefit from a reduced rate of taxation on those investment gains when withdrawals are made. This versatile financial instrument also provides flexibility, enabling you to align and adapt your investments according to changing circumstances.

This guide will provide an overview of the benefits of Assurance Vie:

  • Tax-free Growth
  • Tax-efficient Withdrawals
  • Income Tax Reduction
  • Currency Options
  • Flexible Investment Options
  • Estate Planning

The guide will give you an overview of the benefits of Assurance Vie, but it does not replace the need for financial advice. Our dual-qualified advisors are experts in financial planning and wealth management, and can provide you with tailored advice based on your specific circumstances, wherever you are in the world. Once you have received the guide, we'll follow up to answer any questions that you might have, and give you the opportunity to speak to a qualified international advisor.

We have an exceptional team of advisors, dual qualified to provide you with advice in whichever country you're located, worldwide. They will work closely with you to understand your circumstances and your priorities, then create a clear, effective plan for you to help you grow and pass on your wealth to your loved ones in the most tax efficient way possible.

Assurance Vie Guide

Client in her Studio
Download PDF
You must enable javascript to view this website