Articles by Josh Maunder

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We work efficiently for our clients, adding value wherever we can by being pro-active, and making the most of our expertise by recognising and utilising the simplest, most effective financial planning solutions..

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Assurance Vie Taxation

Posted by Josh Maunder | Mar 31, 2025

How are Assurance Vie withdrawals taxed?

Wondering how are assurance vie withdrawals taxed? Assurance vie is one of the most popular investment vehicles in France, offering tax advantages, estate planning benefits, and flexible investment options. However,

Lombard Assurance Vie

Posted by Josh Maunder | Mar 24, 2025

Lombard Assurance Vie: Lower Fees and Boost Performance

Are you living in France and holding a Lombard Assurance Vie policy? If so, you may be paying more in fees than necessary, which could be impacting the long-term performance

ISAs for British Expats in France

Posted by Josh Maunder | Mar 17, 2025

Challenges of Holding ISAs for British Expats in France

Find out about the Challenges of Holding ISAs for British Expats in France. For British expats living in France, managing investments from the UK can be tricky, particularly with Individual

How are UK pensions taxed in France

Posted by Josh Maunder | Jan 20, 2025

How are UK pensions taxed in France?

If you’re a UK expat living in France or planning to move, understanding how your UK pensions will be taxed is essential for effective financial planning. France and the UK

Best Assurance Vie 2025 - France

Posted by Josh Maunder | Jan 13, 2025

Best Assurance Vie 2025 – France

When it comes to managing wealth efficiently in France, assurance vie policies remain a cornerstone of financial planning. For expats and French citizens alike, choosing the right assurance vie is

British Airways Pension Options In France

Posted by Josh Maunder | Sep 16, 2024

Understanding Your British Airways Pension Options In France (NAPS): A Guide for Pilots and Cabin Crew

Looking for British Airways Pension options in France? If you’re a British Airways pilot or cabin crew member residing in France, you might be affected by the closure of the

British Expats in France

Posted by Josh Maunder | Sep 09, 2024

Why British Expats in France Need a Local Financial Adviser Post-Brexit

Since Brexit, British expats in France have faced new challenges in managing their financial future. One significant change is that UK-based financial advisers can no longer legally provide advice to

Prudential Assurance Vie

Posted by Josh Maunder | Sep 02, 2024

Prudential Assurance Vie: A Tax-Efficient Investment for British Residents in France

Are you a British expat living in France, wondering how to make your savings work harder while minimising taxes? The Prudential Assurance Vie, known as the International Prudence Bond by

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