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 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 »
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…
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,…
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,…
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…
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…
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…
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…
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…
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…
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…
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