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Life Insurance: How to Report and Optimize Taxes on Your Policy Surrenders in 2023?

Life Insurance: How to Report and Optimize Taxes on Your Policy Surrenders in 2023?

April 30, 2024

Only a surrender in 2023 results in the taxation of proceeds from a life insurance policy. The tax treatment varies depending on when the premiums were paid.

P...

Should you still open a term deposit account in 2024?

Should you still open a term deposit account in 2024?

March 26, 2024

A time deposit, also known as a term account, is an interest-bearing account with a predetermined rate of return. In 2023, this product saw...

Should you choose term deposits over money market mutual funds?

Should you choose term deposits over money market mutual funds?

March 19, 2024

With interest rates rising across the board in recent months, retail banks are promoting term deposit accounts (CATs) at the expense of savings accounts...

Split-off SCPIs Under the Watchful Eye of the French Financial Markets Authority

Split-off SCPIs Under the Watchful Eye of the French Financial Markets Authority

March 12, 2024

Real estate assets continue to be closely monitored by the relevant authorities. In a report published on March 6, the French Financial Markets Authority (AM...

The Dangers of Cashing Out a Life Insurance Policy

The Dangers of Cashing Out a Life Insurance Policy

Feb. 27, 2024

While the government is considering expanding mortgage lending to revive the housing credit market, a recent court ruling reminds us...

Corporate Taxation: The phase-out of the CVAE has been postponed until 2027.

Corporate Taxation: The phase-out of the CVAE has been postponed until 2027.

January 9, 2024

Originally scheduled for 2024, the elimination of the corporate value-added contribution (CVAE) has now been postponed to January 1, 202...

Why the Macron Bonus Is a Hit with Companies

Why the Macron Bonus Is a Hit with Companies

January 9, 2024

Simple, effective, and tax-free, the Macron bonus is gaining traction in companies. Introduced in December 2018, in the wake of the "Yellow Vests" crisis, this ...

IPOs Have Stalled This Year

IPOs Have Stalled This Year

Dec. 26, 2023

2023: An Annus Horribilis for IPOs! In 2023, 1,298 IPOs were recorded, raising a total of $123.2 billion—a modest decline...

2022: A Historic Year for Corporate Profit-Sharing

2022: A Historic Year for Corporate Profit-Sharing

Dec. 19, 2023

The tenth edition of the "Profit-Sharing Barometer" for the SBF120 reveals an exceptional distribution of bonuses, an average increase in...

SRI Label: How the New Reform Will Affect Investors

SRI Label: How the New Reform Will Affect Investors

Dec. 19, 2023

In the savings sector, the SRI label is being updated to be more rigorous and focused on environmental sustainability. The new...

The New Structure of the Value-Sharing Bonus

The New Structure of the Value-Sharing Bonus

Dec. 12, 2023

Starting January 1, 2025, 65,000 small and medium-sized businesses will be required to offer their employees at least one profit-sharing plan. This change is already taking shape today in...

Understanding Asset Decorrelation to Manage Your Investments

Understanding Asset Decorrelation to Manage Your Investments

Dec. 12, 2023

Much like the butterfly effect, a rise or fall in the value of one asset can have direct and significant consequences for other highly...

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One in four first-time homebuyers buys a home with money from their family

One in four first-time homebuyers buys a home with money from their family

September 15, 2026

The first Nestenn Observatory on Real Estate Trajectories puts a number on a practice that everyone is familiar with but doesn't measure: 26.1% of first-time homebuyers...

European ETFs Have Seen Two Consecutive Months of Record Inflows

European ETFs Have Seen Two Consecutive Months of Record Inflows

September 15, 2026

After a record July at 49.4 billion euros, the market for Europe-based exchange-traded funds saw inflows of 43 billion euros in subscriptions...

One-third of French people have dipped into their savings to make ends meet

One-third of French people have dipped into their savings to make ends meet

September 15, 2026

A study conducted for XTB France by TGM Research examines the trade-offs households are making as the school year begins. The figure of interest to investors...

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