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Life Insurance: Fall Brings New Life to the French People's Favorite Investment

Life Insurance: Fall Brings New Life to the French People's Favorite Investment

Nov. 5, 2024

In September, net inflows into life insurance reached 2.5 billion euros, according to France Assureurs, compared with 782 million euros in August and 1.9 milli...

Inheriting After Age 60: How to Pay Inheritance Taxes While Preserving Your Wealth

Inheriting After Age 60: How to Pay Inheritance Taxes While Preserving Your Wealth

Nov. 5, 2024

As life expectancy increases, the landscape of inheritance is changing: more and more often, it is the seniors themselves who receive an inheritance...

Investing in Beach Resorts: What Opportunities Are There for Investors?

Investing in Beach Resorts: What Opportunities Are There for Investors?

October 29, 2024

Seaside resorts are an attractive option for investors seeking stable rental rates. However, to maximize profits, ...

The Capitalization Contract: An Alternative to Life Insurance

The Capitalization Contract: An Alternative to Life Insurance

October 29, 2024

A capitalization contract is often considered a preferred alternative to life insurance. Although they share similar characteristics, ...

The True Cost of a Potential Repeal of the Pension Reform

The True Cost of a Potential Repeal of the Pension Reform

October 29, 2024

Repealing the pension reform could have significant financial repercussions for the pension system. According to estimates, the d...

Our Tips for Choosing a Retirement Savings Plan (PER)

Our Tips for Choosing a Retirement Savings Plan (PER)

October 29, 2024

The Retirement Savings Plan (PER) has become an essential tool for retirement planning, thanks to its flexibility and tax benefits. However...

Pensions: Income Tax Reform to Promote Equality

Pensions: Income Tax Reform to Promote Equality

October 29, 2024

Against the backdrop of a tight budget, the Council on Compulsory Levies (CPO) has recommended strengthening tax equality among French citizens with regard to income tax...

Everything You Need to Know About the Capital Gains Tax Exemption on the Sale of a Primary Residence in High-Demand Areas

Everything You Need to Know About the Capital Gains Tax Exemption on the Sale of a Primary Residence in High-Demand Areas

October 29, 2024

The recent adoption by the Finance Committee of the National Assembly of an amendment requiring a minimum holding period of five years to qualify for the exemption...

Increased Vigilance Against Fake Investments

Increased Vigilance Against Fake Investments

October 29, 2024

As a trial is underway in Nancy regarding a fraud case involving more than 1,200 victims, the French Financial Markets Authority (AMF) is warning the public...

Insurance: Tips for Homeowners and Renters to Avoid Unpleasant Surprises

Insurance: Tips for Homeowners and Renters to Avoid Unpleasant Surprises

October 29, 2024

Whether you're a homeowner or a renter, it's essential to take preventive measures to avoid unpleasant surprises.

Sound advice on...

When Gold Regains Its Place as an Asset Class

When Gold Regains Its Place as an Asset Class

October 29, 2024

Gold, coveted for centuries, shows no signs of losing its luster. The recent surge in the price of gold, which has reached record highs...

Insurance, Banking, Wealth Management… What’s Going to Change in 2025

Insurance, Banking, Wealth Management… What’s Going to Change in 2025

October 22, 2024

The research and consulting firm Forrester has just published its reports on forecasts for 2025 in the areas of banking, payments, and investing...

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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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