Individuals - Taxation - Page 9

Tax-Free Family Gifts: Take Advantage of This Opportunity!

Tax-Free Family Gifts: Take Advantage of This Opportunity!

March 11, 2025

The 2025 Budget Act provides a one-time exemption on family gifts intended to finance the purchase or renovation of a residence...

Inheritance Law: The Art of Properly Transferring Your Life Insurance Policy

Inheritance Law: The Art of Properly Transferring Your Life Insurance Policy

March 11, 2025

The choice of a life insurance beneficiary is a decision that is often a source of family conflict, especially if it appears to disadvantage the direct heirs...

This little-known tax benefit that persists against all odds

This little-known tax benefit that persists against all odds

March 4, 2025

Designed to encourage the renovation of older housing units for rental purposes, the Denormandie program was set to expire at the end of 2026. However, a...

Is it necessary to notify the beneficiaries of a life insurance policy?

Is it necessary to notify the beneficiaries of a life insurance policy?

Feb. 25, 2025

Taking out life insurance involves designating beneficiaries—that is, the people who will receive the funds invested in the event of death. But ...

Transferring Your PEA: A Step-by-Step Guide to Avoiding Unpleasant Surprises

Transferring Your PEA: A Step-by-Step Guide to Avoiding Unpleasant Surprises

Feb. 25, 2025

Switching financial institutions or taking advantage of a promotional offer can sometimes be a good idea, especially if you have a savings plan...

Income Tax: Everything You Need to Know About the Tax Bracket Adjustment!

Income Tax: Everything You Need to Know About the Tax Bracket Adjustment!

Feb. 18, 2025

Each year, the government adjusts the income tax brackets to account for inflation. This measure is intended to prevent increases in its...

An innovation for the wealthiest taxpayers

An innovation for the wealthiest taxpayers

Feb. 18, 2025

In 2025, a differentiated tax on high incomes will be implemented. This measure targets taxpayers whose taxable income exceeds...

Real Estate: Transfer Taxes on the Rise

Real Estate: Transfer Taxes on the Rise

Feb. 18, 2025

Transfer taxes (DMTO), commonly referred to as notary fees, represent a significant cost when purchasing real estate. Act...

Life Insurance: Financial Security for You and Your Partner

Life Insurance: Financial Security for You and Your Partner

January 14, 2025

Life insurance has established itself as an essential tool for securing the surviving spouse’s financial future. However, its effectiveness depends on the...

Life Insurance Taxation: Tailor It to Your Situation

Life Insurance Taxation: Tailor It to Your Situation

January 14, 2025

Life insurance is a versatile investment that allows you to both pass on capital and generate supplemental income. However, its tax treatment...

Revelation: A Look at the Advance Tax Credit for January 2025

Revelation: A Look at the Advance Tax Credit for January 2025

January 14, 2025

On January 15, 2025, the tax authority will pay out approximately 5.8 billion euros to nearly 9 million French households in the form of an advance on tax credits...

The Resurgence of Borrowing in France: A Ray of Hope for the Real Estate Market?

The Resurgence of Borrowing in France: A Ray of Hope for the Real Estate Market?

January 14, 2025

During an interview aired on France 2's 8 p.m. newscast, the governor of the Bank of France, François Villeroy de Galhau, announced a significant decrease...

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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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