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PRODUCTS AND TAX

FIP/FCPI

FIP/FCPI

Yes, you can reduce your tax burden and contribute to regional economic development at the same time! The Fonds d'Investissement de Proximité (Local Investment Fund, FIP) is a collective transferable securities investment portfolio which is partly based on unlisted regional SMEs which are developing and/or in the process of being transferred. The remainder of the units are securities with growth potential (shares, bonds and the money markets).

With an FIP/FCPI, you can expect two tax reductions: a reduction in income tax (18% of the total amount invested) and a reduction in your ISF, or solidarity tax on wealth (50% of the eligible amount invested). However, the fraction that gives entitlement to the income tax reduction connot benefit from the ISF reduction.