Mar 12, 2026
A flexible assurance vie policy for internationally mobile expats What it is. The Private Client Portfolio, or PCP, from Utmost Luxembourg is a whole of life, unit linked assurance vie solution designed for private and high net worth...
Sep 22, 2025
France offers a wide range of savings and investment products. Some protect cash in the short term, others build wealth for the future. Here are five of the best ways to optimise the country’s financial tools for your success. 1. Build cash reserves with Livret A...
Apr 22, 2025
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...
Apr 22, 2025
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...
Apr 7, 2025
How You Can Avoid Losing Control of Your Life Insurance The situation. Suzanne*, a retired French resident with no children, took out an assurance vie policy for her housekeeper, a financial reward she felt would honour her years of dedicated service....
Apr 7, 2025
As Trump’s economic war wreaks havoc, Fonds en Euros is the safest place to invest your money. Donald Trump’s escalating trade war tarrifs sent ripples of concern across global markets. With all major indexes, including the Nasdaq 100 and S&P 500, down over...
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