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Bare Ownership Donation: The Window Not to Miss Before Age 70
Expertise Solutions Approach Regulation About Wealth Markets Contact Client Portal Become a Client FR / EN ESTATE PLANNING Bare Ownership Donation: The Window Not to Miss Before Age 70 Art. 669 CGI scale, flat tax at 31.4% and frozen allowances — why 2026 may be your last optimal year May 30, 2026 • 10 min read •…
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Holding Company Tax 2026: Patrimonial Structures Must Act Before 31 December
Expertise Solutions Approach Regulation About Wealth Markets Contact Client Portal Become a Client EN / FR TAXATION Holding Company Tax 2026: Patrimonial Structures Must Act Before 31 December Article 235 ter C of the Tax Code introduces a 20% annual levy on non-professional assets. Seven months to restructure your position. 28 May 2026 • 10…
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The Capitalisation Contract: The Wealth Tool High-Net-Worth Investors Overlook
Expertise Solutions Approach Regulation About Wealth Markets Contact Client Portal Become a Client FR / EN WEALTH MANAGEMENT The Capitalisation Contract: The Wealth Tool High-Net-Worth Investors Overlook Mechanics, tax advantages and transmission strategies for sophisticated investors in 2026 May 26, 2026 • 10 min read • By Benjamin Cohen Key Takeaways The capitalisation contract works…
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French Life Insurance 2026: How to Transfer up to €152,500 per Child Before Your Death
Expertise Solutions Approach Regulation About Wealth Markets Contact Client Portal Become a Client FR / EN WEALTH TRANSFER French Life Insurance 2026: How to Transfer up to €152,500 per Child Before Your Death The 2026 Finance Act opened an unprecedented tax window until 31 December 2027 — but it comes with a critical subtlety the…
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PEA 2026: The Optimal Strategy After the Social Contribution Increase
Expertise Solutions Approach Regulation About Wealth Markets Contact Client Portal Become a Client FR / EN WEALTH MANAGEMENT PEA 2026: The Optimal Strategy After the Social Contribution Increase Social contributions at 18.6%, PFU at 31.4% — PEA, life insurance and securities account comparison & allocation guide 19 May 2026 • 10 min read • By…
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LMNP 2026: Depreciation Recapture & Capital Gains Tax
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Luxembourg Life Insurance 2026: Safety & Estate Planning
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IFI 2026 France: Wealth Tax Filing, Rates & Strategies
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France’s Apport-Cession Reform 2026: What the Tightened Article 150-0 B ter Means for Business Owners at Exit
For business owners selling their company, the apport-cession mechanism under article 150-0 B ter of the French Tax Code has been, since 2012, one of the most powerful wealth structuring tools available in French tax law. By contributing shares to a holding company prior to the sale, the business ow
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The Jeanbrun Scheme: France’s New Private Landlord Status Reshaping Rental Investment in 2026
