Taxation29 March 2026

Tax optimisation for individuals: 2026 legal levers

PER, life insurance, PEA, gifts and property structuring: the main legal tax-planning tools for individuals in France in 2026.

Samuel HAYOT
1 min read

Expert note: This article was written by our chartered accountancy firm. Information is current as of 2026. For a personalised review of your situation, contact us.

Tax optimisation for individuals: 2026 legal levers

Updated March 2026 - Sound tax planning for individuals in France relies on lawful tools: retirement plans, life insurance, equity wrappers, property structuring and transfer planning.

See also flat tax planning, PER for founders and real estate tax consultation.

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Article written by Samuel HAYOT

Chartered Accountant, registered with the Institute of Chartered Accountants.

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