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
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 »
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…
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…
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…
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…
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…
Posted by Ryan Frost | Nov 12, 2024
How to move to France: A Guide for Americans
These days many Americans are asking themselves the same question, how can I move to France? While you may be tempted to just hop on a plane with a 3…
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…
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…
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…
Posted by Ryan Frost | Mar 01, 2024
What is an Assurance Vie?
You may be wondering what is an Assurance Vie? If you’re a British expat who has recently settled in France then you may find yourself wondering what the best options…