The French pension system, established in 1945, is based on a pay-as-you-go system: contributions from the working population fund the pensions of retirees. ...
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A forty-year career leaves you with some memories… for example, those typewritten pay stubs, with carbon paper on the back that stained the…
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 beneficiary clause is the central element of a life insurance policy. It determines who will receive the death benefit upon the policyholder's death, and ...
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...
Estate planning is not just a matter of taxes. It involves the careful organization of one's assets, which helps protect...
By 2026, wealth management will have changed in both scale and nature. According to the "Emerging Trends in Wealth Management 2026" study conducted by MSCI among 2...
A major change—one that has largely gone unnoticed—is on the horizon in the world of regulated savings. Starting in March, the Home Savings Plan (PEL...
Originally designed as a temporary measure, the differential tax on high incomes (CDHR) is being made permanent by the draft budget bill...
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...
Less visible than the high-profile announcements, the technical provisions of the 2026 Finance Bill are fundamentally reshaping certain asset balances...
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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...
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...















