Skip to content

The Blog

All our articles to master taxation, private equity, savings, credit, bank accounts and insurance.

61 articles
Coins and a tax return form illustrating the actual expenses deduction

Actual expenses: calculation and deduction

Actual expenses let employees deduct real professional costs instead of the 10 percent flat allowance. Calculation, conditions and tax return.

8 min
Illustration of a financial curve topped by a coin, symbolising a deposit cap

PEA Deposit Cap: Amount and Limits

The standard PEA is capped at 150,000 euros in deposits, 225,000 euros combined with the PEA-PME. Amounts, limits and the youth PEA case.

6 min
Aerial view of a residential real estate complex illustrating collective investment through an SCPI

SCPI (French REIT): How It Works, Risks

An SCPI lets investors access rental real estate without direct management, by buying shares managed by a specialised company. How it works, risks and taxation.

13 min
Young couple receiving the keys to their new home, illustrating homeownership via a zero-interest loan

Zero-Interest Loan (PTZ): Conditions 2026

The French zero-interest loan (PTZ) finances a first home purchase without interest, subject to income, zoning and property type conditions.

14 min
Illustration of an instant money transfer between two smartphones

Instant bank transfer: delay, cost, cap

Instant bank transfers move money in seconds, any day, any time. Delay, cost, transfer limits and security compared with standard transfers.

6 min
Signing documents during a meeting about an inheritance

Life insurance inheritance: tax rules

Life insurance inheritance: what tax applies to beneficiaries, what allowance depending on the age of payments and how the capital is transferred.

8 min
Calculator, coins and a taxes folder illustrating the French marginal tax rate calculation

French marginal tax rate (TMI): calculation

The marginal tax rate (TMI) is the rate applied to the last bracket of taxable income in France. Definition, calculation and 2026 tax scale.

8 min
Reviewing an investment portfolio report with a performance chart

Best PEA: How to Choose Wisely

How to find the best PEA for your profile: fees, investment universe, managed options and taxation. The key criteria explained.

6 min
Hand dropping a coin into a piggy bank, symbolizing savings and investment

PEA vs life insurance: how to choose

PEA vs life insurance compared: taxation, investment universe, combining both and inheritance rules. The criteria to pick the right wrapper in 2026.

6 min
Financial figures and market data table for investing 100,000 euros in 2026

Best platform to invest 100,000 € in 2026

2026 comparison: best platform to invest 100,000 euros across PEA, securities account, life insurance and unlisted private equity.

12 min
Conference on venture capital and private equity investments

What is private equity? | Quel Placement

Private equity means investing in unlisted companies. Definition, how funds work, types, expected returns and risks in France explained simply.

8 min
Investing in private debt, comparison of platforms accessible to retail investors in France

Best private debt funds in France: 2026 ranking

Which private debt funds to choose in France in 2026? Comparison of Fundora (from 100 euros), October, ClubFunding, Lendopolis, Mintos, yields and selection.

11 min
PER: 2026 selection criteria

PER: 5 criteria to choose well in 2026

How to choose a French PER (retirement savings plan) in 2026: fees, underlyings, exit options, managed portfolio quality and transfer conditions.

3 min