Individuals - Taxation - Page 8

Inheritance: Bank Fees Now Capped

Inheritance: Bank Fees Now Capped

August 19, 2025

The government is putting an end to excessive fees on bank estate settlements. A decree issued in August 2025 establishes a national cap of €850 on fees ...

Luxembourg Life Insurance: A Mirage or Real Protection?

Luxembourg Life Insurance: A Mirage or Real Protection?

August 12, 2025

Amid economic uncertainty and the renewed focus on the Sapin II Act, more and more investors are asking themselves: Does a Luxembourg life insurance policy protect...

Taxes: Is the "right to make a mistake" being called into question?

Taxes: Is the "right to make a mistake" being called into question?

May 20, 2025

Does a May 9 decision by the Council of State call into question the well-known "right to make mistakes," a symbol of a more lenient administration open to dialogue...

Life Insurance: Switch Beneficiaries More Easily

Life Insurance: Switch Beneficiaries More Easily

May 13, 2025

On April 3, 2025, the Court of Cassation issued a ruling that changes the criteria for assessing the validity of a change to the beneficiary clause in an insurance contract...

Simplified Probate: Passing on Your Estate to Your Nephews and Nieces.

Simplified Probate: Passing on Your Estate to Your Nephews and Nieces.

April 29, 2025

When it comes to passing on one’s estate to nephews or nieces, French tax rules are particularly strict. Here’s why.

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Manage Your Employee Savings: Strategies for Profit-Sharing and Incentive Plans

Manage Your Employee Savings: Strategies for Profit-Sharing and Incentive Plans

April 29, 2025

Employee savings plans: a question arises for millions of French employees—should they cash out their bonus or invest it? It’s a strategic choice, because depending on your...

The Dutreil Pact to Reduce Inheritance and Gift Taxes

The Dutreil Pact to Reduce Inheritance and Gift Taxes

April 22, 2025

The Dutreil Pact, established in 2003 by Minister Renaud Dutreil, remains a popular solution among small and medium-sized businesses and mid-sized companies...

LMNP: Major Changes in the Calculation of Depreciation

LMNP: Major Changes in the Calculation of Depreciation

April 15, 2025

Since 2025, a controversial new tax measure has been shaking up the furnished rental sector in France: the reinstatement of depreciation in the c...

Joint Ownership and Inheritance: Tips for a Smooth Real Estate Sale Without Disputes

Joint Ownership and Inheritance: Tips for a Smooth Real Estate Sale Without Disputes

April 15, 2025

The loss of a loved one often brings with it, in addition to grief, a series of complex estate planning issues. Among these, joint ownership of the estate is one of...

2025 Tax Reform: LMNP or SCI Subject to Corporate Income Tax for Your Rental Property?

2025 Tax Reform: LMNP or SCI Subject to Corporate Income Tax for Your Rental Property?

April 1, 2025

The status of a non-professional furnished rental property owner (LMNP), long considered an optimal tool for tax optimization, has just suffered a serious setback...

The Impact of the 2025 Budget Act on LMNP Properties and Real Estate Donations

The Impact of the 2025 Budget Act on LMNP Properties and Real Estate Donations

March 18, 2025

The 2025 Budget Act introduces several major changes in the real estate sector, with significant implications for property owners...

Taxation of Investments Driven by Passion: Increased Transparency and Oversight

Taxation of Investments Driven by Passion: Increased Transparency and Oversight

March 18, 2025

"Hobby" investments—which include, among other things, jewelry, works of art, collectibles, precious metals, and rare wines—have long benefited from...

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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

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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

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September 15, 2026

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One-third of French people have dipped into their savings to make ends meet

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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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