Individuals - Tax Exemptions

Donations: Notaries Propose Halving the Fees

Donations: Notaries Propose Halving the Fees

September 15, 2026

The 122nd Congress of French Notaries, devoted to the theme “The Notary and Taxes,” has published 21 proposals. Several of them directly address the transfer of...

Retirement: Private-sector employees will lose nearly half their income

Retirement: Private-sector employees will lose nearly half their income

September 15, 2026

The average replacement rate—that is, the percentage of one’s final salary retained upon retirement—stands at 75% for a non-executive employee and 51.5% for...

Livret A: A Proposed Cap of 30,000 Euros to Support Climate Action

Livret A: A Proposed Cap of 30,000 Euros to Support Climate Action

September 8, 2026

The Minister of Ecological Transition has proposed raising the Livret A deposit limit from 22,950 to 30,000 euros to fund climate change adaptation...

2026 Property Tax: Freeze in Large Cities, Not Small Ones

2026 Property Tax: Freeze in Large Cities, Not Small Ones

September 8, 2026

None of the 36 largest cities raised their property tax rates this year, but 14.3% of residents in municipalities with fewer than 500 residents are seeing...

PEA: Bercy backs down, but the issue of funding limits remains unresolved

PEA: Bercy backs down, but the issue of funding limits remains unresolved

September 1, 2026

The Minister of Public Action and Accounts announced on August 26 that synthetically replicated index funds would remain eligible for the savings plan...

Rental Investment: One in Three French People Will Wait Until 2027 to Make a Decision

Rental Investment: One in Three French People Will Wait Until 2027 to Make a Decision

September 1, 2026

According to a survey published on August 27, 33% of French people acknowledge that the outcome of the presidential election could bring forward or delay their real estate plans. ...

Vacant housing units: 2026, the last year before the single tax

Vacant housing units: 2026, the last year before the single tax

September 1, 2026

The 2026 budget bill merges the two existing taxes into a single tax effective January 1, 2027, and allows municipalities in high-demand areas to double...

Second Homes Abroad: First the Dream, Then the Tax Implications

Second Homes Abroad: First the Dream, Then the Tax Implications

August 25, 2026

French buyers in Spain, Portugal, Italy, or Greece are no longer looking for cheap square meters. A series of studies by Green-Acres shows...

Vacation Homes: The Cost of Keeping the Shutters Closed

Vacation Homes: The Cost of Keeping the Shutters Closed

August 18, 2026

France has 3.8 million vacation homes, and no one knows exactly how many days they are actually occupied. As for their cost, it is measured by...

Estates, Business Sales: France on the Verge of a €9,000 Billion Wealth Transfer

Estates, Business Sales: France on the Verge of a €9,000 Billion Wealth Transfer

August 4, 2026

By 2040, nearly 9,000 billion euros in assets will change hands in France, and hundreds of thousands of businesses will be sold in the ...

Second Homes: Five Tax Pitfalls to Avoid Before Signing

Second Homes: Five Tax Pitfalls to Avoid Before Signing

July 28, 2026

Whether it's a family home or a beachfront getaway, a second home is the stuff of dreams. But behind that instant attraction lies a unique asset...

Inheritance: Transgenerational Shared Gifts—A Way to “Skip a Generation”

Inheritance: Transgenerational Shared Gifts—A Way to “Skip a Generation”

July 28, 2026

Stéphane Jacquin of Lazard Frères Gestion sheds light on a still little-known mechanism: the transgenerational shared gift. It allows high-net-worth individuals...

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Latest Articles

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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