Product Spotlight: APEX (UTMOST Ireland)

Product Spotlight: APEX (UTMOST Ireland)

Apr 22, 2025

A flexible assurance vie with a 20% edge The situation. French residents using discretionary portfolio managers often lose 20% of their fees to unrecoverable VAT. That’s €2,000 lost on a €10,000 management fee. APEX, from UTMOST Ireland, solves this...
Free Your UK Funds: Smart Investment Solutions for Expats

Free Your UK Funds: Smart Investment Solutions for Expats

Feb 17, 2025

Still holding UK assets? This is how to transfer them with ease. The problem. UK IFAs (independent financial advisers) can’t provide advice in the EU and France has strict IFA regulations. Despite Brexit’s five-year cutoff, many British expats in France still...