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 »Our team regularly puts together blog posts about relevant French topics and things you should know as an Expat in France.
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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Wondering How Does Capital Gains Tax (CGT) Work in France? Capital gains tax (CGT) in France is an important consideration for both residents and non-residents. French capital gains tax is…
Looking into Assurance Vie Inheritance for Non-Relatives? If you are a UK expat living in France and wish to pass on your assets to a non-relative – such as a…
Wondering how to find an English speaking financial adviser in France? Moving to France or living there long term brings unique financial challenges. Planning your move to France requires careful…
France has long been a favourite among Britons seeking a change of pace — whether to retire in the sun, enjoy the culture, or work remotely. But since Brexit, moving…
France is a dream destination for many Americans seeking a new lifestyle, whether to retire, work remotely, or embrace a slower pace of life. If you’re planning to live in…
If you’re preparing to transfer your UK pension to France, it’s important to understand the steps involved, the options available, and how to manage your pension efficiently once it’s transferred.…
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…
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…
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,…
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…
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