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The Real Estate Wealth Tax (IFI) in 2023: Which French Citizens Are Affected?

The Real Estate Wealth Tax (IFI) in 2023: Which French Citizens Are Affected?

May 14, 2024

According to the latest statistics from the Directorate General of Public Finance (DGFiP), in 2023, nearly 176,000 tax households were subject to income tax...

Everything You Need to Know About the Perco Corporate Savings Plan

Everything You Need to Know About the Perco Corporate Savings Plan

May 14, 2024

The Group Retirement Savings Plan (Perco) is a corporate savings product intended for employees; new accounts can no longer be opened as of October 1...

The PER is a huge hit!

The PER is a huge hit!

May 14, 2024

The Ministry of the Economy announced that the Retirement Savings Plan (PER) had surpassed the thresholds of more than 100 billion euros in assets under management and 10 milli...

What Are the Retirement Benefits for Military Service?

What Are the Retirement Benefits for Military Service?

May 14, 2024

Military service entitles individuals to retirement benefits under the basic and supplemental pension plans, subject to certain conditions.

Periods of service...

PER and SCPI: What Are the Tax Implications Upon Retirement or Early Withdrawal?

PER and SCPI: What Are the Tax Implications Upon Retirement or Early Withdrawal?

May 14, 2024

Although PER insurance plans offer undeniable advantages when it comes to retirement savings, it is important to remain vigilant about the tax intricacies...

Private Equity in Your PER

Private Equity in Your PER

May 14, 2024

Starting in October 2024, a new regulation will take effect for insurers, requiring them to include a minimum proportion of unlisted assets in...

Trackers are on the rise

Trackers are on the rise

May 14, 2024

ETFs (Exchange-Traded Funds) are becoming increasingly popular among French investors who invest in the financial markets, particularly...

What is the tax treatment for SCPIs?

What is the tax treatment for SCPIs?

May 14, 2024

The research firm Rock-n-Data has published a report on the taxation of income from real estate investment trusts (SCPI).

This initiative...

Zero-Interest Loan: Offers Issued on or After April 1, 2024

Zero-Interest Loan: Offers Issued on or After April 1, 2024

May 13, 2024

For the record, the 2024 Finance Act extended the Zero-Interest Loan (PTZ) through December 31, 2027, and modified several of its terms. 

She plans to...

Real Estate: The Real Dangers of a Bridge Loan

Real Estate: The Real Dangers of a Bridge Loan

May 7, 2024

A bridge loan is a financing option that allows homebuyers to bridge a cash flow gap between the purchase of a new home...

Under the law, even a dilapidated building justifies residential rent

Under the law, even a dilapidated building justifies residential rent

May 7, 2024

A recent ruling by the Court of Cassation held that the poor condition of a building is not a valid argument for exempting someone who uses it alone...

Why Savers Are Rediscovering Life Insurance

Why Savers Are Rediscovering Life Insurance

May 7, 2024

According to data from France Assureurs released on May 2, savers deposited 3.5 billion euros more into life insurance policies in March than...

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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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