Wealth strategy
Splitting your savings, diversifying assets and building an allocation that holds over time.
Categories
7 articlesRetirement savings
The French PER explained: tax deduction, early release cases, and payout as capital or annuity.
Stock market
Investing in equities: first steps, choosing your vehicles, dealing costs and the classic beginner mistakes.
ETFs
Investing through index trackers: selection, replication method, fees and the right tax wrapper.
REITs
French SCPI property funds: yield, entry fees, taxation and which wrapper to hold them in.
Life insurance
Choosing a French life insurance contract, splitting between euro funds and unit-linked supports, and understanding the tax rules.
Private equity
Understanding private markets: funds, fees, liquidity and how a retail saver can actually get in.