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Analysis &perspectives.

Our analysis of taxation, finance and wealth transmission — an independent reading of the news that truly matters for your wealth.

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Tax documents and a pen on a desk
Taxation
June 20255 min

IFI 2025: new valuation rules for property assets

Administrative guidance on valuing property assets under the wealth tax (IFI) has been clarified. What you need to know to optimise your return.

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Financial data screen
Finance
May 20254 min

Bond markets: enhanced euro funds back in favour

Amid the normalisation of interest rates, Luxembourg life insurance contracts are regaining strong appeal for structured wealth.

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Provençal villa — property wealth
Wealth
April 20256 min

Business transmission: mastering the contribution-sale before a sale

The mechanism under Article 150-0 B ter remains one of the most powerful tools to defer capital gains tax and reinvest sale proceeds.

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