Investment Taxes Set to Rise as France Increases Social Charges

Investment Taxes Set to Rise as France Increases Social Charges

Higher CSG on capital income will push flat tax rates up in 2026, says Daniel Butcher of DTB Wealth Management France has adopted the Social Security Financing Bill (PLFSS) for 2026, which increases the CSG (Contribution Sociale Généralisée) rate on capital income...
Why Not to Gift Your Main Residence Too Early

Why Not to Gift Your Main Residence Too Early

Why a retired parent chose not to gift the bare ownership (nue-propriété) of her home  The situation. Julie*, a recently retired woman in her sixties, owns a 130 m² terraced house valued at €280,000. Divorced for 28 years, she lives alone and has...
Higher French Social Charges on Investment Income from 2026

Higher French Social Charges on Investment Income from 2026

What the CSG increase means for expats and how to limit the impact  French residents with investment income will face higher social charges following the adoption of the Social Security Financing Bill (PLFSS) for 2026. For expats in France it’s important to...
Enrich Your Succession Planning with the Power of Split Ownership

Enrich Your Succession Planning with the Power of Split Ownership

Démembrement and the contrat de capitalisation can significantly reduce inheritance tax, says Daniel Butcher of DTB Wealth Management Once you reach 70 in France, the way assets are structured determines how much heirs ultimately receive. One of the most effective...