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.

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non resident bank account france

Posted by Ryan Frost | Oct 27, 2025

Non-Resident Bank Account France

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

How to avoid paying UK tax on your UK pension

Posted by Ryan Frost | Oct 22, 2025

How to Avoid Paying UK Tax on Your UK Pension

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,

7.5% tax ruling

Posted by Ryan Frost | Oct 20, 2025

Understanding the 7.5% Tax Ruling in France

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

luxembourg assurance vie vs french assurance vie

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

UK pension in France

Posted by Ryan Frost | Oct 13, 2025

UK Pension in France: Everything You Need to Know as an Expat

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

how french inheritance tax affects expats

Posted by Ryan Frost | Oct 08, 2025

How French Inheritance Tax Affects Expats

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

Assurance Vie explained for expats

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

Savings options when living in France as an expat

Posted by Ryan Frost | Oct 02, 2025

Savings options when living in France as an expat

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

Tax-efficient investing in France

Posted by Ryan Frost | Sep 29, 2025

Tax-efficient investing in France

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

UK Pension Transfer to France

Posted by Ryan Frost | Sep 02, 2025

UK Pension Transfer to France: Everything You Need to Know

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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