Flexible, accessible, and tax-advantaged, life insurance isn't just for saving. When used properly, it can become a source of income...
Individuals - Taxation - Page 5
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...
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...
The Jeanbrun scheme is attractive because of its tax benefits for unfurnished rentals. However, the recapture of depreciation upon resale could transform...
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...
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 ...
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...
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...















