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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 »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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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…
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…
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…
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…
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,…
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…
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…
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…
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…
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