What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
Read more »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.
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Posted by Ryan Frost | May 05, 2022
Finding a Trustworthy Financial Adviser in France
Finding a trustworthy financial adviser in France Finding a financial adviser can be challenging, particularly in a country that you have just moved too. Not every individual needs a financial…
Posted by Ryan Frost | May 05, 2022
Transferring your Pension Fund from the UK to France
Transferring your Pension Fund from the UK to France France is the most common retirement destination for British Nationals. It’s only a 2-hour flight from the UK and combines excellent…
Posted by Ryan Frost | Apr 14, 2022
Assurance Vie Providers Comparison 2023 (In English)
Assurance Vie Providers Comparison 2023 (In English) What is an Assurance Vie? An Assurance Vie is a tax efficient French investment product. It’s a life insurance contract that works in…
Posted by Ryan Frost | Apr 11, 2022
Utmost Apex France Assurance Vie Review 2022
Utmost Apex France Assurance Vie Review 2022. Utmost International is a leading provider of insurance-based wealth solutions operating in the UK, Europe, Latin America, Asia and the Middle East. Utmost…
Posted by Ryan Frost | Mar 07, 2022
How is my UK pension taxed in France?
How is my UK pension taxed in France? If you are a British national retiring to France, you may be wondering how the French government will tax your UK pensions.…
Posted by Ryan Frost | Jan 05, 2022
Capital Gains Tax (CGT) in France on Investments
Capital Gains Tax (CGT) in France on Investments Capital Gains Tax (CGT) in France on investments is not straightforward. It’s important to understand how gains are taxed as a French…
Posted by Ryan Frost | Jan 05, 2022
Assurance Vie Taxation – What you should know
Assurance Vie Taxation Assurance Vie Taxation: The French Assurance Vie is a tax-efficient investment wrapper that holds underlying investments. It is essentially a life insurance investment bond that provides tax…
Posted by Ryan Frost | Sep 22, 2019
Investment for Expats in France
Investment for Expats in France Any expat living in France who has considered investing for their future will have come across an Assurance Vie. An Assurance Vie offers significant tax…
Posted by Ryan Frost | Jun 28, 2019
Moving to France from Denmark
Moving to France from Denmark If you are thinking of moving to France from Denmark, read on. We have put together all the information you need to know before going…
Posted by Ryan Frost | Jun 19, 2019
Moving to Haute Vienne – Expat Guide
Are you thinking of moving to Haute-Vienne? Starting a new life in Haute-Vienne is a project that many British expats have taken on. This year, because of the uncertainty that…