A general investment account in France is often known as a compte-titres, or a compte-titres ordinaire (CTO). They are mainly used to invest into collective investment funds and publicly traded …
An introduction to the Société civile de placement immobilier (SCPI) in 2023
What is an SCPI in France? An SCPI is a form of property investment fund in France, which enables you to invest into a diverse portfolio of properties for as …
The French Plan d’épargne en actions (PEA) in 2025
What is a Plan d’épargne en actions (PEA) in France? The Plan d’épargne en actions (PEA) can be translated as “Stocks and shares savings plan” and is a regulated savings …
The Plan épargne retraite (PER) in 2023
The Plan d’épargne Retraite (PER) is a pension-like product that is available to residents of France since the 1st of October 2019. There are three different kinds: PER individuel (PERIN), …
France’s property wealth tax in 2023
France’s property wealth tax in 2023 (Impôt sur la fortune immobilière) Who may need to pay it? Anyone who is a tax resident of France with a property or property …
The differences between a French Assurance Vie and a Contrat de Capitalisation in 2023
A summary of the main differences between a French contrat de capitalisation and an assurance vie in 2023 A Capitalisation Contract (contrat de capitalisation) in France has most of the …
A summary of the French Assurance Vie in 2023
An introduction to Assurance Vie There are many ways to invest in a tax-efficient manner whilst resident in France, one of these ways is the French Assurance Vie. Assurance Vie …