Catégorie : Fiscalité

Middle East Crisis: Protecting Your Wealth Against the Oil Shock

Expertise Solutions Our Approach Regulation About News Client Become a Client FREN Markets & Strategy Middle East Crisis: How to Protect Your Wealth Against the Oil Shock 17 April 20268 min read Key Takeaways Brent crude nearing $100 per barrel, the most significant oil disruption since 2020 The ECB may raise rates as early as…

avril 17, 2026
French Wealth Tax (IFI) 2026: Four Optimization Strategies Before the June Filing Deadline

The 2026 IFI filing season is approaching. Property dismemberment, portfolio rebalancing toward financial assets, charitable donations, and deductible debt management: four practical levers to legally optimize your French real estate wealth tax.

mars 26, 2026
Expats on the Côte d’Azur: 5 Tax Mistakes to Avoid in 2026

Expertise Solutions Our Approach Regulations About Us News Client Become a Client FREN Tax Planning Expats on the Côte d’Azur: 5 Tax Mistakes to Avoid in 2026 25 March 20267 min read Key Takeaways France applies worldwide taxation: all global income must be declared once you become a French tax resident. Over 120 bilateral tax…

mars 25, 2026
Pacte Dutreil 2026 Reform: What Changes for Family Business Transmission

France’s 2026 Finance Act overhauls the Pacte Dutreil regime: individual holding period extended to 6 years, exclusion of non-operating assets. Analysis of the new rules and optimisation strategies for business owners with professional assets exceeding €1 million.

mars 24, 2026
Individual PER vs Life Insurance: Which Strategy to Prepare for Retirement in 2026?

Choosing between an individual PER and a life insurance contract requires a careful analysis of your retirement objectives. In 2026, these two vehicles offer distinct advantages depending on your tax profile and investment horizon.

mars 24, 2026
Early Life Insurance Transmission in 2026: An Exceptional Tax-Free Opportunity

The 2026 Finance Act introduces an exceptional mechanism allowing life insurance policyholders to transfer up to €152,500 per beneficiary tax-free during their lifetime. Eligibility conditions, optimisation strategies and key considerations for portfolios exceeding €500,000.

mars 22, 2026
CSG Increase to 10.6% in 2026: What Impact on Your Financial Investments?

The 2026 Social Security Finance Act raises the CSG on investment income from 9.2% to 10.6%, bringing total social levies to 18.6%. An analysis of the investments affected and adaptation strategies for portfolios exceeding €500,000.

mars 19, 2026

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