Individuals - Taxation - Page 3

Life Insurance: Wealth Management Advisors Are Turning Their Attention Back to Bonds and Stocks

Life Insurance: Wealth Management Advisors Are Turning Their Attention Back to Bonds and Stocks

July 21, 2026

Bond funds posted the strongest growth in the second quarter within wealth management advisors' portfolios, and equity funds...

Savings: The French Favor the Livret A but Admit Their Shortcomings

Savings: The French Favor the Livret A but Admit Their Shortcomings

July 14, 2026

With the interest rate on regulated savings accounts set to be revised on August 1, a study published on July 9 by the Caisse d'Épargne provides an overview of savers...

Automotive: In June, electric vehicles surpassed the 30% mark, and Chinese brands are gaining momentum

Automotive: In June, electric vehicles surpassed the 30% mark, and Chinese brands are gaining momentum

July 14, 2026

According to AAA DATA, one out of every three new cars registered in June 2026 is electric, while sales of internal-combustion-engine vehicles are plummeting due to the...

PER: A Tax Advantage to Help You Prepare for Retirement

PER: A Tax Advantage to Help You Prepare for Retirement

July 14, 2026

Retirement is almost always accompanied by a drop in income: a manager often receives only 50 percent of their final salary, while a self-employed person...

Electronic Invoicing: What’s in Store for Furnished Rental Property Owners Starting in Fall 2026

Electronic Invoicing: What’s in Store for Furnished Rental Property Owners Starting in Fall 2026

July 14, 2026

Starting September 1, 2026, the electronic invoicing reform will take effect for landlords of furnished rentals. Between administrative follow-ups...

Estate Planning: Couples Want to Protect Their Partners, but Are Poor at Planning for Death

Estate Planning: Couples Want to Protect Their Partners, but Are Poor at Planning for Death

July 7, 2026

An Elabe study commissioned by OCIRP describes a couple that is more independent and less codependent, capable of talking about money and death, but that does little to prepare for the consequences...

But: Should we take advantage of the pullback to buy?

But: Should we take advantage of the pullback to buy?

June 30, 2026

After months of soaring prices, gold has fallen 28% from its January peak, and the price per ounce has dropped back below $4,000. That’s enough to rekindle the temptation...

Financial literacy is being introduced in middle school: but who teaches adults?

Financial literacy is being introduced in middle school: but who teaches adults?

June 30, 2026

At the start of the 2026 school year, the Educfi passport will be rolled out to all 4ᵉ-grade classes. This is a welcome step forward, but it also serves as a mirror: if we consider it useful to...

Unpaid Rent: The End of the Winter Moratorium Without the Fearsome Impact

Unpaid Rent: The End of the Winter Moratorium Without the Fearsome Impact

June 30, 2026

April 2026, the first full month following the end of the winter break, showed a payment delinquency rate of 2.7% across the Monsieu platform...

Solidarity savings top 34 billion: record growth, but still a tiny share of the total

Solidarity savings top 34 billion: record growth, but still a tiny share of the total

June 30, 2026

The outstanding balance of solidarity savings reached 34 billion euros at the end of 2025, up 15% year-over-year—its strongest growth since 2021—according to the 24th edition...

Sales of SCI Shares: Notarized Deeds Become the Norm

Sales of SCI Shares: Notarized Deeds Become the Norm

June 23, 2026

Until now, two partners could transfer their shares in a real estate partnership to one another by means of a simple document signed by both parties. A new requirement will ...

Unmarried Couples: How to Protect Your Partner Without a Survivor's Pension

Unmarried Couples: How to Protect Your Partner Without a Survivor's Pension

June 16, 2026

Unmarried and not in a civil partnership, cohabiting partners are not entitled to a survivor’s pension. However, there are several estate planning tools that allow you to ensure your partner...

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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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