The UK Personal Portfolio Bond

The UK Personal Portfolio Bond

Oct 27, 2025

A hybrid assurance vie for internationally mobile investors.  What it is. The UK Personal Portfolio Bond (PPB) is a single-premium policy designed for high-net-worth clients who live, or plan to live, across borders. Issued from Luxembourg, but...
Starting the Fiscal Clock Before Leaving the UK

Starting the Fiscal Clock Before Leaving the UK

Oct 27, 2025

How to plan cross-border wealth before retirement The situation. Norah*, a British woman, and her French husband Nacer* have been living in the UK for the last three decades. They have two children, plan to retire in seven years and relocate to France within...