Ethical investing in France

When it comes to the financial world, you are expected to follow and understand A LOT of acronyms. A company I once worked for used to talk about “Three Letter Abbreviations”, or “TLAs” (itself a TLA), coming from a firm whose own name was an FLA, a “Four Letter Abbreviation” – used too, of course, for a “Five Letter Abbreviation.” I am just preparing you for the FLAs and TLAs later here...

This month I was given a choice of two topics: the cost of investing, and ethical investing, with both being popular requests. The two are investing-related so I am going to cover them together.

When it comes to investing in France, most individuals will use the well-known structure of  an assurance vie (itself, not an investment, just a wrapper) which for tax and inheritance reasons is hard to beat.

I have looked at other options due to frustrating administration, cost and flexibility on what goes inside these but, having run mountains of analysis, the use of an assurance vie was so fiscally advantageous it was impossible to exclude. So began the mission of how to reach utopia using these unruly Jurassic beasts.


To read the remaining 85% of this article, you need to either

Subscribe now to The Connexion and benefit from access to our archived articles since 2006

Freedom Subscription

Pay every three months. Our most flexible subscription.

Automatic renewal, cancel anytime

1 Year Subscription (12 editions)

1 year of great reading in print and online

Automatic renewal, cancel anytime

Digital Subscription (1 Year) (Our best value offer)

1 year of great reading online *no paper*

Automatic renewal, cancel anytime

Digital subscription (freedom - 3 months)

3 months of great reading online *no paper*

Automatic renewal, cancel anytime

More articles from Money
More articles from Connexion France
Other articles that may interest you

Loading some business profiles...

Loading some classifieds...