Guides and insights to better understand and manage your wealth.
taxationFrance's default investment tax — 30% on dividends, interest and capital gains outside tax wrappers. What it covers, what it skips, and when the progressive option beats it.
taxationWhat changes at the 5-year mark, why 17.2% remains, how the CSG/CRDS/social levy breakdown works, and the small habits that make the most of the wrapper.
taxationFrom the flat tax to the IFI, every asset type in France has its own rules. The plain-language map for residents and expats, with examples and limits.
wealth managementHow inflation affects each asset type, why nominal returns are misleading, and how to measure the real performance of your wealth.
wealth managementAverage net worth at 30, key milestones, common mistakes and a practical method to build a solid financial foundation in your thirties.
investmentThe French PEA explained for residents and expats: how the wrapper works, the often-misunderstood 5-year clock, and what it changes for long-term investors.
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