Logo Althémis - De la stratégie aux actes
All our News

Pass on your assets while taking advantage of tax allowances


Pass on your assets while taking advantage of tax allowances

Septembre 2024

After an initial shared gift to their two sons in 2008, Françoise and Marcel are once again keen to make a gift to them and their grandchildren. But can they still reduce the tax burden? Sandrine LAMERAND, Althémis Lyon, helped this couple of Le Particulier readers to establish an appropriate wealth strategy.

This article is only available in French.


Notary

Sandrine LAMERAND - Althémis Lyon

Sandrine LAMERAND

Lyon

+