What is your professional situation?
This determines your tax optimisation levers.
Civil servant
Public sector
Self-employed / Freelance
Sole trader, liberal profession
Company director
SAS / SARL / SASU
Expat / Cross-border
Luxembourg, Switzerland…
Your age and annual income
Used to calculate your marginal tax rate and retirement projection.
Your family situation
Affects the family quotient and therefore your actual tax liability.
In a couple
Married / Civil partnership
What assets do you already have?
Select all that apply. Multiple choices allowed.
Savings account (Livret A / LEP)
Life insurance policy
Primary residence
Investment property
PEA / Securities account
PER already open
Starting from scratch
What is your primary goal?
Your assessment will be calibrated to this goal.
What is your investment horizon?
Determines the risk profile suited to your strategy.
Short term
Under 3 years · Safety
Medium term
3–8 years · Balanced
Long term
Over 8 years · Growth
Analysing your situation…
1
Calculating your marginal tax rate and family quotient
2
Simulating PER tax savings 2024
3
Retirement projection over
30 years
4
Comparing wealth management strategies
30%
Your estimated marginal tax rate
PER Tax Saving
€2,537
/year possible
Retirement gap
€1,338
/month shortfall
Capital to build
€320,000
needed
Unlock your full assessment — Detailed PER savings, personalised retirement projection, strategy comparison and your 3 priority recommendations.
Where shall we send your assessment?
Your detailed assessment is sent to you free by email.