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Why Half of Retirees Underestimate Their Pension

Why Half of Retirees Underestimate Their Pension

Dec. 12, 2023

Planning for retirement requires special attention during the final years of one's professional career, according to the latest study...

Implementation of a 20% discount on the value of the usufruct of the shares

Implementation of a 20% discount on the value of the usufruct of the shares

Dec. 12, 2023

As part of their asset disclosure for wealth tax purposes, taxpayers who hold full usufruct rights to shares in a civil company...

Architects: Reimbursement of Fees to the Client

Architects: Reimbursement of Fees to the Client

Dec. 11, 2023

An individual hires an architecture firm to serve as project manager for the renovation of his or her private residence.
A few months ago...

What Wealth Management Advisors Are Predicting for 2024

What Wealth Management Advisors Are Predicting for 2024

Dec. 5, 2023

According to a study by Principal Asset Management, French financial advisors identify moderate global growth and geopolitical turmoil as the main...

Why the Real Estate Market Is Stalled

Why the Real Estate Market Is Stalled

Dec. 5, 2023

The real estate market in France is experiencing another drop in prices, with a notable decline in Paris (-0.6%) and in the ten largest metropolitan areas (-0...

Energy: Who Will Benefit from the Cap on Electricity Rate Hikes?

Energy: Who Will Benefit from the Cap on Electricity Rate Hikes?

Dec. 5, 2023

The government recently decided to extend the tariff protection program for electricity consumers. Effective February 1, 20...

Eco-Bonus: What's Changing for You on December 15

Eco-Bonus: What's Changing for You on December 15

Dec. 5, 2023

On December 15, the French Environment and Energy Management Agency (ADEME) will publish a list of vehicles that are now eligible for the eco-bonus....

Life Insurance Is Picking Up Steam as the Year Comes to a Close

Life Insurance Is Picking Up Steam as the Year Comes to a Close

Dec. 5, 2023

In October 2023, the life insurance sector saw a dramatic 26% increase in premiums compared with the same period the previous year...

Funding Defense Through the Livret A Savings Account: Are you generally for or against it?

Funding Defense Through the Livret A Savings Account: Are you generally for or against it?

Dec. 5, 2023

Funds from the Livret A savings account may be used to finance the defense industry, according to an amendment to the budget bill invoked under Article 49.3 by the government...

Gifting Money: The Usufruct Reserve in Question

Gifting Money: The Usufruct Reserve in Question

Dec. 5, 2023

The Committee on Tax Abuse was asked to rule on a transaction involving the donation of a sum of money with a reservation of usufruct. Analysis and commentary...

How to Give Money as a Holiday Gift Without Tax Consequences

How to Give Money as a Holiday Gift Without Tax Consequences

Nov. 28, 2023

For one in three French people, the ideal Christmas gift is money. But be careful—when it comes to giving money, not everything is allowed. Because the tax authorities are watching...

On average, one in two French people saves more than 3,000 euros a year

On average, one in two French people saves more than 3,000 euros a year

Nov. 28, 2023

To protect themselves and despite inflation, half of them manage to set aside more than 3,000 euros a year, according to a study conducted by Tudigo and M...

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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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