Décembre 2023
To manage your long-term savings, whether in the stock market or bond investments, PER, PEA and life insurance are three complementary schemes with different characteristics. This article explains how to combine them to consolidate your assets within a tax-advantaged framework, with advice from Sophie GONSARD, Althémis notaire in Le Vésinet.
This article is only available in French.
Althémis Le Vésinet
Sophie GONSARD is a partner Civil Law notary at Le Vésinet.
She joined the Althémis Group after having spent many years in charge of the engineering division of a wealth management consultancy company. She now oversees the Estate, Family and Estate department.
She co-writes several chapters of the Heritage and Family Law Mementos, as well as the book Assurance-vie by Éditions Francis Lefebvre.
She is a lecturer in the Master in Wealth Management at the University of Paris II Panthéon Assas.
Stéphanie BOHUON
Public relations manager
