Expat Financial Advice Blog Articles

Our team regularly puts together blog posts about relevant French topics and things you should know as an Expat in France.

What we're about…

Keeping it simple

We cut through the complexity of managing finances overseas by avoiding jargon and obscure industry terms. Instead we prefer familiar, reassuring language, and simple financial planning solutions that make sense to everyone.

Read more »
Open an Assurance Vie Before Age 70

Posted by Ryan Frost | Apr 23, 2025

Open an Assurance Vie Before Age 70: A Smart Financial Move for Expats in France

Looking to open an Assurance Vie before age 70? If you are living in France or planning your financial future as an expat, opening an Assurance Vie before the age

English speaking financial adviser in Bordeaux

Posted by Ryan Frost | Apr 16, 2025

English Speaking Financial Adviser in Bordeaux

Bordeaux has become one of France’s most desirable destinations for expats. With its elegant architecture, rich culture and world-famous vineyards, it is easy to see why so many from the

Assurance Vie Guide 2025

Posted by Ryan Frost | Apr 14, 2025

Assurance Vie Guide 2025

Looking for an Assurance Vie Guide 2025? Assurance vie remains one of the most tax-efficient and flexible investment tools available to residents of France. Whether you are saving for retirement,

Can I Get My UK Pension If I Live In France?

Posted by Ryan Frost | Apr 11, 2025

Can I Get My UK Pension If I Live In France? – A Guide For British Expats

Whether you’re retiring abroad or already living overseas, knowing how to take your pension out of the UK is crucial for securing your financial future. If you’re a British expat

S1 Form France

Posted by Ryan Frost | Apr 09, 2025

How to Apply for an S1 from France: A Complete Guide for Expats

Navigating France’s healthcare system as an expatriate can seem daunting, especially when you’re trying to maintain access to healthcare coverage from your home country. If you’re retiring in France, working

Defined Benefit pension transfer for Airbus employees in France

Posted by Josh Maunder | Apr 07, 2025

Navigating UK Defined Benefit pension transfer for Airbus employees in France

Looking into Defined Benefit pension transfer for Airbus employees in France? If you’re a British expat working for Airbus in France and you hold a UK Defined Benefit (DB) pension,

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

Est-ce que mes années à travailler aux Etats-Unis comptent pour ma retraite française

Posted by Ryan Frost | Jan 27, 2025

Est-ce que mes années à travailler aux Etats-Unis comptent pour ma retraite française?

Vous souhaitez profiter d’une retraite paisible en France après votre carrière aux Etats-Unis ? Avez-vous peur que vos périodes de cotisation aux États-Unis ne soient pas incluses dans le calcul

One of our expert financial advisers will aim to get back to you within 12-24 hours.

x