A tailor-made solution when clients need to consider using a property asset to release equity and to create cash flow for specifically targeted projects.
Banque Patrimoine & Immobilier offers its clients the possibility to maintain the asset while acquiring the means to :
- Increase income upon retirement,
- Finance a lifetime project,
- Acquire further property investments in France or abroad,
- Repay an existing mortgage in France or abroad with a better-suited solution.
Banque Patrimoine & Immobilier’s expert approach to its client’s individual needs together with its long-term financial solutions responds to their longer-term objectives.
While avoiding the transfer of all or part of the property asset, even those held through a French company such as an SCI or SARL, equity release can be used as an effective instrument to achieve the following :
- Tax-efficient estate planning,
- Reimbursement of the shareholder’s fund in a family-held company,
- Financing children’s education,
- Securing a financial investment with attractive tax benefits for one’s heirs.
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