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 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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Opening a bank account in France as a non-resident can feel complicated, especially for UK expats and any foreign national who no longer has an EU address. Yet having a…
For many British nationals who have retired abroad, especially in France, understanding how their UK pension is taxed can be confusing. The good news is that under the right circumstances,…
When retiring in France, one of the most frequent questions from British expats is how their UK pension lump sum will be taxed. The 7.5% tax ruling under Article 163…
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 Britons, retiring to France represents the perfect balance between quality of life and proximity to home. But if you have a UK pension and plan to live in…
Inheritance tax is a topic that often catches expats by surprise. France is known for its complex inheritance rules, and when you add cross-border living to the equation, it becomes…
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…
When moving to France, one of the first financial questions many expatriates face is how to structure their savings. It is important to understand the French banking sector and the…
For many expatriates and international residents, investing in France can feel overwhelming. The French tax system is known for its complexity, and without the right planning, returns can quickly be…
France continues to be one of the most popular destinations for British expats. Whether you are moving for work, family, or retirement, one of the biggest financial questions is what…
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