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Final review before submitting your tax return

Final review before submitting your tax return

May 7, 2024

Taxpayers who live alone with dependent children are entitled to tax benefits depending on their circumstances. To take advantage of these benefits, they must ...

Employee Savings Plans: Are the Funds Sufficiently Committed to the Energy Transition?

Employee Savings Plans: Are the Funds Sufficiently Committed to the Energy Transition?

May 7, 2024

Epsor, a mission-driven company specializing in employee savings and retirement plans, has published a study covering more than 271 funds available through employee savings plans ...

How Can We Explain the Success of the PER?

How Can We Explain the Success of the PER?

May 7, 2024

In 2023, the Retirement Savings Plan (PER) reached two major milestones: 10 million account holders and 300 billion euros in contributions...

Should you invest in a serviced residence on the secondary market?

Should you invest in a serviced residence on the secondary market?

May 7, 2024

In an unstable economic and real estate climate, the market for rental property investments managed under commercial leases (LMNP for seniors, students...)

How do you report bare ownership for tax purposes?

How do you report bare ownership for tax purposes?

May 6, 2024

Investing in split ownership offers a favorable tax framework, but it is essential to properly report your investment in bare ownership...

Tax Credit: How Much Does It Actually Pay Out?

Tax Credit: How Much Does It Actually Pay Out?

April 30, 2024

In 2023, French tax households received an average tax credit of 1,046 euros, according to statistics from the General Directorate of Public Finance...

Pensions to Rise in 2023

Pensions to Rise in 2023

April 30, 2024

In 2023, the National Old-Age Insurance Fund (Cnav) paid an average monthly pension of €814 to the 15.3 million retirees in the general pension system, as...

Tax deductions or tax credits?

Tax deductions or tax credits?

April 30, 2024

Tax deductions and tax credits are tax benefits that reduce the amount of tax owed.

However, it is important to note that...

Despite inflation, the French remain generous toward charities and foundations

Despite inflation, the French remain generous toward charities and foundations

April 30, 2024

The French public's support for nonprofit organizations and foundations remains strong, even during times of inflation. This is what the 5th edition of the survey reveals...

Life Insurance: How to Report and Optimize Taxes on Your Policy Surrenders in 2023?

Life Insurance: How to Report and Optimize Taxes on Your Policy Surrenders in 2023?

April 30, 2024

Only a surrender in 2023 results in the taxation of proceeds from a life insurance policy. The tax treatment varies depending on when the premiums were paid.

P...

The French continue to hoard money, favoring risk-free investments

The French continue to hoard money, favoring risk-free investments

April 30, 2024

The repercussions of the health crisis, exacerbated by the Russia-Ukraine conflict, continue to influence the savings behavior of the French...

Real Estate, Sofica, SMEs... An Overview of Tax Breaks

Real Estate, Sofica, SMEs... An Overview of Tax Breaks

April 30, 2024

Investing money while taking advantage of tax breaks is a wise choice for investors. There are many tax benefits available to investors...

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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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