The Jeanbrun scheme is attractive because of its tax benefits for unfurnished rentals. However, the recapture of depreciation upon resale could transform...
Individuals - Tax Savings - Page 3
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...
The 2026 Finance Act introduces a change to real estate taxation: for the first time, a depreciation mechanism applies to unfurnished rentals. B...
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, with assets under management growing by nearly 20% year-over-year. The Ministry of the Economy reports...
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 ...
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 ...
Originally designed as a temporary measure, the differential tax on high incomes (CDHR) is being made permanent by the draft budget bill...
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...
Less visible than the high-profile announcements, the technical provisions of the 2026 Finance Bill are fundamentally reshaping certain asset balances...
Long marginalized, private rental investors are once again becoming a key player in housing policy. Introduced by the finance bill for...
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...
Latest Articles
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...
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...
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...















