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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…
Working Smart
We work efficiently for our clients, adding value wherever we can by being pro-active, and making the most of our expertise by recognising and utilising the simplest, most effective financial planning solutions..
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Posted by Ryan Frost | Jun 24, 2025
Assurance Vie Inheritance for Non-Relatives – What Expats in France Need to Know
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…
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…
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,…
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,…
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 | 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 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…
Posted by Ryan Frost | Jan 08, 2024
Best Assurance Vie – France 2024
Looking for the best Best Assurance Vie – France 2024? Are you a French tax-resident considering taking out an Assurance Vie but you’re unsure which one is right for you?…
Posted by Ryan Frost | Dec 11, 2023
ASSURANCE VIE FOR EXPATS – GUIDE TO SMART SAVING
If you have recently settled in France and are looking for a tax-efficient way to invest, you should consider an Assurance Vie with Harrison Brook. What is an Assurance Vie?…