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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. ...

Economic Violence: Women’s Financial Independence Continues to Decline

Economic Violence: Women’s Financial Independence Continues to Decline

Dec. 2, 2025

An Ifop survey conducted for Crédit Mutuel Alliance Fédérale and the Fédération Nationale Solidarité Femmes reveals a chilling finding: in France, more than one woman in ...

Private Equity: When Time Becomes an Asset in Its Own Right

Private Equity: When Time Becomes an Asset in Its Own Right

Dec. 2, 2025

At a time when listed markets are driven by milliseconds, the unlisted market demands a completely different relationship with time: one of patient development, of cre...

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...

Retirement: Shattered Trust Drives the French Toward Individual Savings

Retirement: Shattered Trust Drives the French Toward Individual Savings

Nov. 18, 2025

While the pension reform has just been suspended in the National Assembly, a Poll&Roll survey conducted for Goodvest paints a troubling picture:...

Crypto Under Control: Europe Regulates Advertising for Digital Assets

Crypto Under Control: Europe Regulates Advertising for Digital Assets

Nov. 4, 2025

The French Advertising Regulatory Authority (ARPP) has just adopted a new recommendation on communications regarding crypto-assets, in line with ...

Furnished Rental Property Owners: Failure to Register Costs 100 Million

Furnished Rental Property Owners: Failure to Register Costs 100 Million

Nov. 4, 2025

Behind the simplicity of the micro-BIC tax regime lies a fiscal time bomb. Hundreds of thousands of landlords still fail to register with the INPI to...

Abuse of Rights: Drawing the Line Between Tax Planning and Tax Reclassification

Abuse of Rights: Drawing the Line Between Tax Planning and Tax Reclassification

October 28, 2025

Recent decisions by the Committee on Tax Abuse (CADF) and several courts serve as a reminder that traditional estate planning structures ...

IFI and LMP Status: Judge’s Reminder on the Concept of Business Income

IFI and LMP Status: Judge’s Reminder on the Concept of Business Income

October 28, 2025

The real estate wealth tax (IFI) provides for an exemption for properties held as part of a professional furnished rental business (LM...

Wealth Transfer: Life Insurance and Spouses at the Heart of New Strategies

Wealth Transfer: Life Insurance and Spouses at the Heart of New Strategies

October 21, 2025

Two recent developments have expanded the toolkit available to estate planning professionals: the Court of Cassation (April 2025) reiterated that the amendment...

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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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