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.

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