Individuals - Tax Savings - Page 10

Family Offices' Preferred Investments

Family Offices' Preferred Investments

April 23, 2024

Family offices and their families experienced a new wave of investment in 2023, according to the 9th OpinionWay survey for the AFFO.

A Family Office ...

Taxes: Should You Claim Your Children on Your Tax Return?

Taxes: Should You Claim Your Children on Your Tax Return?

April 23, 2024

Children who are of legal age may continue to be counted as dependents of their parents until their 21st or 25th birthday if they are students, without it being...

Who really benefits from the reduction in brokerage fees?

Who really benefits from the reduction in brokerage fees?

April 23, 2024

According to the AMF, the decline in management and transaction fees in the financial markets benefits only a minority of investors.

Although the fees...

The Unpleasant Surprises of PER Taxation

The Unpleasant Surprises of PER Taxation

April 16, 2024

Here is a saver who learned the hard way that the tax treatment of voluntary contributions to a group PER, while offering certain advantages, can result in...

Is Luxembourg life insurance right for you?

Is Luxembourg life insurance right for you?

April 16, 2024

Luxembourg life insurance appeals to many French people with substantial assets thanks to its security and the variety of investment vehicles it offers...

A Record Year in the Fight Against Tax Fraud

A Record Year in the Fight Against Tax Fraud

April 16, 2024

The year 2023 was marked by exceptional results in the fight against tax and social security fraud, according to statements from the French Ministry of Finance and...

Life Insurance: Euro-Denominated Funds or Unit-Linked Policies?

Life Insurance: Euro-Denominated Funds or Unit-Linked Policies?

April 16, 2024

Life insurance is a very popular savings option among the French, with nearly 40% of households holding a policy.

On average, they invest 34,0...

Donations to churches are now tax-deductible

Donations to churches are now tax-deductible

April 2, 2024

The new 2024 budget law has temporarily increased the tax deduction for donations made toward the preservation or restoration of cultural heritage...

Naked Ownership as a Wealth Management Strategy

Naked Ownership as a Wealth Management Strategy

April 2, 2024

Investing in bare ownership means purchasing real estate without immediate use of the property, as that right remains with the seller, known as the usufructuary...

No tax breaks for tax evaders

No tax breaks for tax evaders

March 26, 2024

A taxpayer convicted of aggravated tax fraud may be temporarily barred from claiming tax deductions and credits related to...

Everything You Need to Know About Donations with a Life Estate

Everything You Need to Know About Donations with a Life Estate

March 19, 2024

The 2024 Finance Act incorporated a Senate amendment that prohibits the deduction of restitution debts related to cash gifts...

Real Estate: Delays Are Lengthening and Pushing Prices Down

Real Estate: Delays Are Lengthening and Pushing Prices Down

March 12, 2024

In major cities, it’s taking longer and longer for properties to sell. Montpellier takes the cake, where it now takes three months to ...

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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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