Individuals - Taxation - Page 5

Life Insurance: How to Turn Your Savings Into a Steady Income Through Scheduled Redemptions

Life Insurance: How to Turn Your Savings Into a Steady Income Through Scheduled Redemptions

March 31, 2026

Flexible, accessible, and tax-advantaged, life insurance isn't just for saving. When used properly, it can become a source of income...

Digital Nomads: Staying in Compliance When Working on the Road

Digital Nomads: Staying in Compliance When Working on the Road

March 24, 2026

More and more French people are adopting a nomadic lifestyle while continuing to work. But living in a van doesn't mean you're exempt from certain obligations...

2025 Tax Return: Key Points to Keep in Mind Before the Online Service Opens

2025 Tax Return: Key Points to Keep in Mind Before the Online Service Opens

March 17, 2026

The online tax filing service will open on April 9, 2026. Between a delayed budget bill, the increase in the CSG on investment income, and the new ru...

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...

Scheduled Life Insurance Redemptions: The Flexible Annuity That Doesn't Say So

Scheduled Life Insurance Redemptions: The Flexible Annuity That Doesn't Say So

March 3, 2026

How can you turn your life insurance policy into a source of supplemental income without canceling the policy or cashing out your entire balance all at once? Scheduled withdrawals offer...

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 ...

Online Reporting of Donations: A New Step Toward Responsible Reporting

Online Reporting of Donations: A New Step Toward Responsible Reporting

Feb. 3, 2026

The landscape of estate planning is undergoing a major shift. As of January 1, 2026, all monetary gifts must be reported online through the personal account on...

Displaying items 49–60 of 310

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...

Categories