Individuals - Taxation - Page 4

Life Insurance: A Deceased Beneficiary's Share May Pass to His or Her Heirs

Life Insurance: A Deceased Beneficiary's Share May Pass to His or Her Heirs

June 2, 2026

In a ruling dated November 27, 2025, the Court of Cassation held that if a beneficiary dies before accepting the inheritance, his or her share may pass to his or her heirs...

Financial Support Within Families: 4 in 10 French People Are Affected, but Few Know How to Make the Most of It

Financial Support Within Families: 4 in 10 French People Are Affected, but Few Know How to Make the Most of It

May 26, 2026

Nearly 38% of French people have received financial assistance from a parent or grandparent over the past five years, according to the third edition of the Observ...

Life Insurance: Notifying Your Beneficiaries Is Part of Sound Wealth Management

Life Insurance: Notifying Your Beneficiaries Is Part of Sound Wealth Management

May 19, 2026

A life insurance policyholder has no legal obligation to inform the person or persons named in the beneficiary clause. However, in practice...

Car Insurance: How Where You Park Really Affects Your Premium

Car Insurance: How Where You Park Really Affects Your Premium

May 5, 2026

Private garage, shared parking lot, public street: where you park your vehicle can affect the amount of your insurance premium. But this factor...

Vacation Rentals: Registration Required Starting May 20

Vacation Rentals: Registration Required Starting May 20

May 5, 2026

Starting May 20, all owners of furnished vacation rentals—both new and existing—must register through a national online service. Platforms do not...

2026 Tax Return: Should You Choose the Progressive Tax Scale Over the Flat Tax?

2026 Tax Return: Should You Choose the Progressive Tax Scale Over the Flat Tax?

May 5, 2026

Dividends, interest, and capital gains from securities received in 2025 are subject by default to the single flat-rate withholding tax. With just one click—checking box 2OP—you can...

Retirement Savings Plan: Three Tax Changes to Be Aware Of for 2026

Retirement Savings Plan: Three Tax Changes to Be Aware Of for 2026

May 5, 2026

Increased social security contributions upon withdrawal, end of tax deductibility after age 70, and an extension to five years for carrying forward unused contribution limits: the PER has...

Tax Returns: What You Need to Know If You Have Life Insurance

Tax Returns: What You Need to Know If You Have Life Insurance

April 14, 2026

Tax filing season is here, and with it comes a host of questions for life insurance policyholders. Do you need to report your gains? ...

Heirs and Undivided Rent: The Limits of the Succession Penalty

Heirs and Undivided Rent: The Limits of the Succession Penalty

April 14, 2026

An heiress collected the rent from a family-owned building on her own for twenty years without paying any portion of it to the other beneficiaries. The court ordered her to...

Family gifts: up to 100,000 euros tax-exempt for the purchase of a new home or for renovations

Family gifts: up to 100,000 euros tax-exempt for the purchase of a new home or for renovations

April 7, 2026

The 2025 Finance Act established a temporary tax exemption for monetary gifts within families, provided that the funds are used to purchase real estate ...

Retirement: Buying back your probationary quarters now costs 481 euros

Retirement: Buying back your probationary quarters now costs 481 euros

March 31, 2026

In 2026, the flat rate for crediting contribution quarters based on a work placement will increase by 2.12%. A little-known program, accessible...

Why Retirement Reduces Poverty and Precariousness

Why Retirement Reduces Poverty and Precariousness

March 31, 2026

A new study by DREES, published on March 26, 2026, shows that retirement reduces the poverty rate from 12.4% to 8.3% among new...

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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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