An offshore assurance vie made for British expats in France The situation. The International Prudence Bond (IPB) from Prudential International is one of the most stable long-term investment options available to British expats living in France. The...
Why investors are flocking to ETFs The situation. Exchange-Traded Funds (ETFs) are becoming a go-to choice for individual and institutional investors. Tax efficient and flexible, they exist for almost every asset class, from equities and bonds to real estate, and...
We explore how a smart strategy can win around a downturn The situation. Sarah Dupont (52)*, a marketing executive in France has a €500,000 portfolio (60% global equities / 40% Eurozone bonds), which is experiencing a 5% loss in the current market. Problems...
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...
This case study explains why aligning legal structure with inheritance goals is essential. The situation. British retirees Peter (77) and Denise (69)*, live in France and share one assurance vie policy. Their goal is to pass their wealth on to their two...
Why moving your money could protect your future income The latest. On 25 March 2025, President Macron proposed a radical idea: using private savings to support national defence spending through new state-backed investment vehicles. While the details remain...
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