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TRANSFER YOUR WEALTH RATHER THAN LEAVE IT TO THE STATE
Selling through a life annuity, deferred payment, or bare ownership is a decision based on personal motivations, influenced by your life journey and choices.
Because every situation is unique, there is a solution tailored to your needs.
YOU HAVE CHOSEN THE GOAL:
TRANSFER YOUR WEALTH RATHER THAN LEAVE IT TO THE STATE
When there are no direct heirs, it can be frustrating to see most of your estate go to the state after your death.
By selling your property through a life annuity with occupation, deferred payment, or bare ownership, you optimize the use of your wealth while you are still alive.
On one hand, you continue to live in your home with peace of mind, and on the other, you turn your property into immediately available financial capital. This way, you can fully enjoy your retirement without leaving your wealth unnecessarily tied up.
Good to know:
By anticipating the transfer of your wealth, you have the opportunity to make donations during your lifetime to those of your choice while reducing the share going to the tax authorities.
THE LIFE ANNUITY, DEFERRED PAYMENT, OR BARE OWNERSHIP: SOLUTIONS TAILORED TO YOUR GOAL
You receive a lump sum or additional income while remaining in your home.
You retain the freedom to dispose of your wealth according to your own wishes.