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 Ryan Frost | Dec 02, 2025
One Life Assurance Vie
For many expatriates living in France, choosing the right long term investment and wealth management structure is essential. Assurance Vie remains one of the most popular and tax efficient solutions…
Posted by Ryan Frost | Nov 21, 2025
Top Mistakes to Avoid in an Assurance Vie Contract
For many expatriates in France, an Assurance Vie is one of the most flexible and tax efficient investment solutions available. It offers access to global investment options, advantageous inheritance treatment,…
Posted by Ryan Frost | Nov 19, 2025
How to Pick the Right Assurance Vie for Expats
Choosing the right Assurance Vie is one of the most important financial decisions an expat can make when living in France. Assurance vie explained: it is a comprehensive French investment…
Posted by Ryan Frost | Oct 15, 2025
Luxembourg Assurance Vie vs French Assurance Vie
For UK and EU expats living in France, assurance vie remains one of the most popular investment and wealth-planning vehicles. While often translated as “life insurance,” assurance vie is a…
Posted by Ryan Frost | Oct 06, 2025
Assurance Vie Explained for Expats
For many expatriates living in France, one of the most frequently mentioned financial products is Assurance Vie, a French assurance vie and life insurance product. While often translated as “life…
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…