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Retirement: Can Your Spouse Transfer Missing Contribution Quarters to You?

Retirement: Can Your Spouse Transfer Missing Contribution Quarters to You?

Feb. 17, 2026

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. ...

Lost Pay Stubs: A Survival Guide to Saving Your Retirement

Lost Pay Stubs: A Survival Guide to Saving Your Retirement

Feb. 17, 2026

A forty-year career leaves you with some memories… for example, those typewritten pay stubs, with carbon paper on the back that stained the…

How to Bequeath Your Estate to a Nonprofit Organization

How to Bequeath Your Estate to a Nonprofit Organization

Feb. 10, 2026

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 ...

Can you give away your life insurance policy while you're still alive?

Can you give away your life insurance policy while you're still alive?

Feb. 10, 2026

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 Life Insurance Beneficiary Clause: A Comprehensive Guide

The Life Insurance Beneficiary Clause: A Comprehensive Guide

Feb. 10, 2026

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 ...

Online Reporting of Donations: A New Step Toward Responsible Reporting

Online Reporting of Donations: A New Step Toward Responsible Reporting

Feb. 3, 2026

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...

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...

Wealth Management 2026: Personalization, AI, and Geographical Rebalancing

Wealth Management 2026: Personalization, AI, and Geographical Rebalancing

Feb. 3, 2026

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...

PEL: The Quiet End of a Mainstay of Regulated Savings

PEL: The Quiet End of a Mainstay of Regulated Savings

Feb. 3, 2026

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...

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...

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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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