Individuals - Tax Savings - Page 7

Life Insurance: How to Optimize Your Withdrawals at Year-End

Life Insurance: How to Optimize Your Withdrawals at Year-End

Nov. 12, 2024

To finance a purchase, buy gifts, or make a donation, the end of the year may require you to draw on your life insurance policy. However, e...

Crypto Taxation: Tighter Regulations on the Horizon

Crypto Taxation: Tighter Regulations on the Horizon

Nov. 12, 2024

Just like holders of checking accounts, savings accounts, or life insurance policies held abroad, investors must report their...

End of the Tax Deferral for Entrepreneurs Holding a BCPCE Certificate

End of the Tax Deferral for Entrepreneurs Holding a BCPCE Certificate

Nov. 12, 2024

Already affected by the tightening of liquidity caused by rising central bank interest rates, startups risk losing some of the benefits ...

The outlook for the retirement savings plan (PER) is clouding over a bit more

The outlook for the retirement savings plan (PER) is clouding over a bit more

Nov. 12, 2024

On November 7, the Court of Auditors issued a report recommending that the scope of the tax benefit associated with the PER be narrowed, in particular by revising the po...

Property Tax: This Little-Known Trick to Avoid It

Property Tax: This Little-Known Trick to Avoid It

October 22, 2024

Since 2007, several municipalities have implemented a partial or total exemption—ranging from 50% to 100%—on property taxes for homeowners who have...

Investing in Bare Ownership: Retirement Through Real Estate Capitalization

Investing in Bare Ownership: Retirement Through Real Estate Capitalization

October 22, 2024

Among the options available today for saving for retirement through a capital accumulation plan, investing in bare ownership offers an opportunity ...

Lawmakers pass an amendment changing the tax treatment of life insurance policies

Lawmakers pass an amendment changing the tax treatment of life insurance policies

October 22, 2024

On Thursday, October 17, members of the National Assembly adopted an amendment aimed at changing the special tax treatment of life insurance policies in the event of a transfer. The...

Rental Investments: LMNP Schemes in the Crosshairs of the French Ministry of Finance

Rental Investments: LMNP Schemes in the Crosshairs of the French Ministry of Finance

October 15, 2024

In the 2025 Finance Bill (PLF), a surprise awaits investors in LMNP rental properties: the possible reinstatement of deductions for depreciation...

The 10 Major Measures in the Finance Act

The 10 Major Measures in the Finance Act

October 15, 2024

The government presented its 2025 budget bill on Thursday, October 10, during a Cabinet meeting. To reduce the public deficit, which is expected to...

An exceptional contribution for the wealthiest French citizens

An exceptional contribution for the wealthiest French citizens

October 8, 2024

A special tax will be imposed on the wealthiest French citizens. During an interview on France 2, Budget Minister Laurent Saint-Martin said ...

Extension of the Zero-Interest Loan: What Changes Will This Bring to Your Real Estate Project?

Extension of the Zero-Interest Loan: What Changes Will This Bring to Your Real Estate Project?

October 8, 2024

Michel Barnier said he was “in favor of extending the zero-interest loan program nationwide.” What does this mean for you if you have a project...

PER: Tax Issues Related to the Retirement Savings Plan

PER: Tax Issues Related to the Retirement Savings Plan

October 8, 2024

A report presented in September by the National Assembly's Finance Committee proposes several areas for improvement regarding the tax provisions of the Economic Recovery Plan...

Showing items 73–84 of 143

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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