Individuals - Tax Savings - Page 3

Jeanbrun Mechanism: Beware the Trap of Reinstatable Amortization

Jeanbrun Mechanism: Beware the Trap of Reinstatable Amortization

March 10, 2026

The Jeanbrun scheme is attractive because of its tax benefits for unfurnished rentals. However, the recapture of depreciation upon resale could transform...

Retirement Savings Plan: The Rise of a Product That Has Become Indispensable

Retirement Savings Plan: The Rise of a Product That Has Become Indispensable

March 3, 2026

More than 12 million French people now hold a PER, with assets totaling more than 130 billion euros. Driven by concerns about their standard of living in retirement...

Rental Real Estate in 2026: Can the Jeanbrun Program Unseat the LMNP?

Rental Real Estate in 2026: Can the Jeanbrun Program Unseat the LMNP?

March 3, 2026

The 2026 Finance Act introduces a change to real estate taxation: for the first time, a depreciation mechanism applies to unfurnished rentals. B...

2026 Holding Company Tax: A Much Narrower Scope Than Expected

2026 Holding Company Tax: A Much Narrower Scope Than Expected

Feb. 24, 2026

The 2026 budget establishes a 20% tax on certain assets held through family holding companies. However, unlike the initial version, the text...

The PER (Retirement Savings Plan) continues to gain momentum

The PER (Retirement Savings Plan) continues to gain momentum

Feb. 24, 2026

The PER (Retirement Savings Plan) continues to gain momentum, with assets under management growing by nearly 20% year-over-year. The Ministry of the Economy reports...

How to Bequeath Your Estate to a Nonprofit Organization

How to Bequeath Your Estate to a Nonprofit Organization

Feb. 10, 2026

Donating a portion of one's estate to a cause that is close to one's heart is a deeply generous act. However, bequeathing one's assets to a nonprofit organization ...

Can you give away your life insurance policy while you're still alive?

Can you give away your life insurance policy while you're still alive?

Feb. 10, 2026

Life insurance is often touted as the go-to wealth management tool for the French. With nearly 2,100 billion euros in assets under management, it constitutes ...

CDHR: The Tax on High Incomes Is Here to Stay

CDHR: The Tax on High Incomes Is Here to Stay

January 27, 2026

Originally designed as a temporary measure, the differential tax on high incomes (CDHR) is being made permanent by the draft budget bill...

Wealth Management Holdings: The 20% Tax on "Dormant" Assets

Wealth Management Holdings: The 20% Tax on "Dormant" Assets

January 27, 2026

This is one of the most controversial measures in the 2026 budget bill. The government is imposing a 20% tax on certain assets held by...

2026 Budget Bill: Asset Adjustments That Will Have a Significant Impact in Practice

2026 Budget Bill: Asset Adjustments That Will Have a Significant Impact in Practice

January 27, 2026

Less visible than the high-profile announcements, the technical provisions of the 2026 Finance Bill are fundamentally reshaping certain asset balances...

The Jeanbrun Plan: The Deliberate Return of Private Landlords to Housing Policy

The Jeanbrun Plan: The Deliberate Return of Private Landlords to Housing Policy

January 27, 2026

Long marginalized, private rental investors are once again becoming a key player in housing policy. Introduced by the finance bill for...

When is the best time to open a PER so that it can truly fulfill its purpose?

When is the best time to open a PER so that it can truly fulfill its purpose?

January 20, 2026

A retirement savings plan is neither a miracle product nor simply a tool for year-end tax planning. Its effectiveness depends above all on when it...

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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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