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…

Keeping it simple

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.

Read more »
What is an Assurance Vie?

Posted by harry-wallis | 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

French Investment Visas & Citizenship

Posted by harry-wallis | Jan 29, 2024

French Investment Visas & Citizenship

French Investment Visas & Citizenship? What exactly is a ‘Golden Visa’? These increasingly-popular classes of visa allow individuals to obtain a residence permit (and eventually citizenship) through making a meaningful,

Best Assurance Vie France 2024

Posted by harry-wallis | 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?

Can I retire to France from the UK after Brexit?

Posted by harry-wallis | Jan 04, 2024

Can I retire to France from the UK after Brexit?

Can I retire to France from the UK after brexit? Brits have been holidaying and seeking retirement in France for generations – so much so that here in Nice they

How to find a US Financial Advisor in Paris or France

Posted by Cedric Bernier | Dec 26, 2023

How to find a US Financial Advisor in Paris or France

Wondering how to find a US Financial Advisor in Paris or France? If you are an American living in Paris or you plan to relocate to the city of lights,

Inheritance Tax France

Posted by Ryan Frost | Dec 21, 2023

Tax Inheritance in France

Tax inheritance in France, also known as the French succession tax or droits de succession, is a topic of significant importance for individuals residing or inheriting assets in France. In

QROPS France

Posted by Ryan Frost | Dec 18, 2023

QROPS France: Retirement Opportunities

Are you a UK expat considering retirement in France? When it comes to managing your UK pension funds, understanding the options available is crucial. The Evolution of Pension Options for

Moving to France from UK Checklist

Posted by harry-wallis | Dec 14, 2023

Moving to France from the UK – Checklist

Moving to France from UK Checklist. About 20,000 Brits make the move to France each year to turn over a new leaf and start afresh. And it’s no surprise –

Assurance Vie for Expats

Posted by harry-wallis | 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?

Independent Financial Adviser in Nice

Posted by harry-wallis | Nov 16, 2023

Finding an Independent Financial Adviser in Nice, France

Looking for an Independent Financial Adviser in Nice? Are you a UK expat moving to Nice and looking for investment help? The financial landscape here in France can be complex

One of our expert financial advisers will aim to get back to you within 12-24 hours.

x