Individuals - Taxation - Page 6

Planning for Succession: Three Legal Options to Consider

Planning for Succession: Three Legal Options to Consider

Feb. 3, 2026

Estate planning is not just a matter of taxes. It involves the careful organization of one's assets, which helps protect...

CDHR: The Tax on High Incomes Is Here to Stay

CDHR: The Tax on High Incomes Is Here to Stay

January 27, 2026

Originally designed as a temporary measure, the differential tax on high incomes (CDHR) is being made permanent by the draft budget bill...

Wealth Management Holdings: The 20% Tax on "Dormant" Assets

Wealth Management Holdings: The 20% Tax on "Dormant" Assets

January 27, 2026

This is one of the most controversial measures in the 2026 budget bill. The government is imposing a 20% tax on certain assets held by...

2026 Budget Bill: Asset Adjustments That Will Have a Significant Impact in Practice

2026 Budget Bill: Asset Adjustments That Will Have a Significant Impact in Practice

January 27, 2026

Less visible than the high-profile announcements, the technical provisions of the 2026 Finance Bill are fundamentally reshaping certain asset balances...

The Jeanbrun Plan: The Deliberate Return of Private Landlords to Housing Policy

The Jeanbrun Plan: The Deliberate Return of Private Landlords to Housing Policy

January 27, 2026

Long marginalized, private rental investors are once again becoming a key player in housing policy. Introduced by the finance bill for...

Naked Ownership or Usufruct: How to Properly Split Your SCPI Shares

Naked Ownership or Usufruct: How to Properly Split Your SCPI Shares

January 20, 2026

The subdivision of SCPI shares allows investors to fine-tune their real estate investments to align with their individual wealth management goals. Two real-life examples...

When is the best time to open a PER so that it can truly fulfill its purpose?

When is the best time to open a PER so that it can truly fulfill its purpose?

January 20, 2026

A retirement savings plan is neither a miracle product nor simply a tool for year-end tax planning. Its effectiveness depends above all on when it...

Savings 2026: Returns Under Pressure, Stricter Rules

Savings 2026: Returns Under Pressure, Stricter Rules

January 6, 2026

The year 2026 does not mark a sudden change, but rather a gradual tightening of conditions for French savers. A decline in regulated rates, stricter oversight of c...

Transferring Assets While You're Alive: What the Tax Rules Actually Say

Transferring Assets While You're Alive: What the Tax Rules Actually Say

Dec. 16, 2025

The transfer of family assets is often put off until the last minute, either out of fear of losing control or due to a lack of understanding of the rules. However, under French law...

Passing on the Torch: Protecting a Child with a Disability Without Disrupting the Family Balance

Passing on the Torch: Protecting a Child with a Disability Without Disrupting the Family Balance

Dec. 9, 2025

Securing the future of a child with a disability means strengthening their financial protection without shortchanging the other heirs. A delicate balance...

Contribution-Transfer: Everything You Need to Know About This Strategic Tool

Contribution-Transfer: Everything You Need to Know About This Strategic Tool

Dec. 9, 2025

The contribution-and-sale mechanism remains one of the most powerful tools available to executives for redirecting the proceeds from a business sale. ...

Very High Salaries: What the Latest INSEE Study Really Reveals

Very High Salaries: What the Latest INSEE Study Really Reveals

Nov. 25, 2025

INSEE has just released a rare and thoroughly documented overview of high and very high salaries in France, examining both compensation levels...

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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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