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Posts
- 5 Ways to Reduce Risk When Transferring Your UK Pension
- A Guide to the French Income Tax Calendar
- An Expatriate Guide on Assurance Vie Policies
- Are assets bequeathed to associations or foundations recognised as being in the public interest exempt from inheritance tax in France?
- Assurance Vie new generation is becoming more real-estate oriented
- Assurance Vie opens door to flexible Lombard loan borrowing in France
- BREXIT MATTERS | Visas & Residency. A REAL BREXIT Topic
- BREXIT MATTERS: Why expats in France need a Conseil en Gestion de Patrimoine advisor
- Budget 2026 and the Hidden Tax Risks for Britons Abroad
- Buy to Let in France, Tax Implications?
- Contrat de Capitalisation for Expat Estate Planning
- Don’t let this new law in France ruin your inheritance plans
- DTB Wealth Management rebrands to increase visibility to expats in France
- DTB Wealth Management’s Succession Service
- Enrich Your Succession Planning with the Power of Split Ownership
- Expat Finance Expert Demystifies Assurance Vie Options in France
- Expat finance expert explains how to beat the rate race in 2024
- Expat financial adviser tests investment schemes and discovers jackpot
- Expert tax adviser provides access to most financially rewarding investment in France
- Five Pillars of Our Portfolio Construction Strategy
- Fonds en Euros: The Only 100% Capital Guarantee Left in Europe
- Free Your UK Funds: Smart Investment Solutions for Expats
- Freelance Teaching in France? How to Avoid Penalties
- French Succession Planning After 70 and the Power of Split Ownership
- Get Ready for the Consumer Boom
- Girardin Industriel “OFINVEST2025-AGRICOLE”
- Goodbye QROPS, Hello ISIPP
- Goodbye QROPS, hello ISIPP solution for tax-efficient pension planning
- Growing Gains
- HEIRSCRIPT Succession Planning Service
- Higher French Social Charges on Investment Income from 2026
- How Does France Tax My UK Personal Pension Plan?
- How Joint Assurance Vie Policies Can Delay Inheritance
- How Rebalancing Helped a Client Manage Market Volatility
- How the Donation Graduel Can Support Succession
- How the French Government Could Block Access to Your Assurance Vie
- How to Build a Surprise-free Succession Strategy
- How to move your UK pension to France with a tiny tax rate
- How to Reduce Risk and Fees When Transferring Your UK Pension to France
- How to reduce risk if transferring your UK pension to France
- How to Reduce Risk When Transferring Your UK Pension
- How to Repatriate Your UK Pension Without Losing Half of It
- How to transfer your QROPS into Assurance Vie
- How to work your pension around the new 25% QROPS charge
- Inheritance vs Charity
- Introducing a New Inheritance Service for British Married Expats in France
- Investment Taxes Set to Rise as France Increases Social Charges
- Is this the easiest way for expats to generate an income?
- Is Your Assurance Vie at Risk? Three Tax Changes to Watch
- Is your healthcare covered in France if you catch the Coronavirus?
- ISA Intelligence
- Jump on a juicy Girardin Industriel deal in January
- Leaseback à la mode Française…
- Luxembourg Assurance Vie : A Portable Solution for International Families
- Luxembourg Assurance Vie “Pure Players”
- Make sure the Financial Adviser you meet or contacts you is regulated! In France only CIF’s are regulated.
- Managing UK Investments for Expats
- Managing Your Luxembourg Assurance Vie
- MARKET UPDATE – April 2021
- MARKET UPDATE – AUGUST 2021
- MARKET UPDATE – AUGUST 2022
- MARKET UPDATE – DECEMBER 2024
- MARKET UPDATE – February 2021
- MARKET UPDATE – FEBRUARY 2022
- MARKET UPDATE – January 2021
- MARKET UPDATE – July 2021
- MARKET UPDATE – JULY 2022
- MARKET UPDATE – JULY 2025
- MARKET UPDATE – June 2021
- MARKET UPDATE – JUNE 2022
- MARKET UPDATE – JUNE 2023
- MARKET UPDATE – JUNE 2024
- MARKET UPDATE – March 2021
- MARKET UPDATE – MARCH 2022
- MARKET UPDATE – May 2021
- MARKET UPDATE – MAY 2024
- MARKET UPDATE – NOVEMBER 2021
- MARKET UPDATE – OCTOBER 2025
- MARKET UPDATE – APRIL 2024
- MARKET UPDATE – APRIL 2025
- MARKET UPDATE – AUGUST 2024
- MARKET UPDATE – DECEMBER 2023
- MARKET UPDATE – DECEMBER 2025
- MARKET UPDATE – FEBRUARY 2025
- MARKET UPDATE – FEBRUARY 2026
- MARKET UPDATE – JANUARY 2023
- MARKET UPDATE – JANUARY 2024
- MARKET UPDATE – JANUARY 2025
- MARKET UPDATE – JANUARY 2026
- MARKET UPDATE – JULY 2024
- MARKET UPDATE – MARCH 2023
- MARKET UPDATE – MARCH 2025
- MARKET UPDATE – MARCH 2026
- MARKET UPDATE – NOVEMBER 2022
- MARKET UPDATE – NOVEMBER 2023
- MARKET UPDATE – NOVEMBER 2024
- MARKET UPDATE – NOVEMBER 2025
- MARKET UPDATE – OCTOBER 2023
- MARKET UPDATE – OCTOBER 2024
- MARKET UPDATE – SEPTEMBER 2022
- MARKET UPDATE – SEPTEMBER 2023
- MARKET UPDATE – SEPTEMBER 2025
- Married UK expats: How to avoid inheritance disasters in France
- Mind the Advice Gap: The Hidden Risks Facing Britons in France
- Moving to France? These Tax Hacks Could Save You Thousands
- Moving to France? These Tax Hacks Could Save You Thousands
- Navigating Domicile Rules When Returning to France
- New Will Drafting Service Helps Expats Avoid Inheritance Woes
- Optimising your Pensions Tax
- Pack your bags, not your taxes with portable assurance vie
- Pension Transfer Tax
- Pensions & Brexit
- Private Client Portfolio by Utmost Luxembourg
- Product Spotlight: APEX (UTMOST Ireland)
- Product Spotlight: AXA Banque’s Equity Credit – SCPI Financing Offer
- Product Spotlight: ETFs
- Product Spotlight: Girardin Industriel
- Product Spotlight: Groupement Forestier
- Product Spotlight: HeirScript Solutions – Tailored Solutions for Cross-Border Families
- Product Spotlight: Lombard International Assurance
- Product Spotlight: Luxembourg Assurance Vie from Lombard International (now Utmost Group)
- Product Spotlight: Novia Global’s International SIPP
- Product Spotlight: Plan d’Épargne en Actions (PEA)
- Product Spotlight: Prudential International’s IPB (International Prudence Bond)
- Product Spotlight: SCPI Credit Leveraging
- Q&A Corner – Can a child inherit €100,000 tax-free from their parents and receive €152,500 from an assurance vie contract without triggering taxes?
- Q&A Corner – Do I have to declare my Wise account to the French tax authorities?
- Q&A Corner – Do I need to declare my UK pension (like a SIPP or ISIPP) to the French tax authorities?
- Q&A Corner – Do S1 forms save British expats tax in France and how can you get one?
- Q&A Corner – Does the UK tax or withhold anything when I take out my entire pension to invest it in France?
- Q&A Corner – Flat tax could rise to 33% in 2025. What does this mean for my savings?
- Q&A Corner – How are successions taxed in France and what allowances apply?
- Q&A Corner – If I am declaring tax in France for the first time, can I do it online or do I need to submit a paper document?
- Q&A Corner – What are the advantages of entering into a PACS in France?
- Q&A Corner – What are the French Marital Regimes?
- Q&A Corner – What are the French tax rules on Christmas gifts to children and grandchildren?
- Q&A Corner – What do public nursing homes cost in France and can expats get financial aid?
- Q&A Corner – What is a donation au dernier vivant and do you also need to have a will?
- Q&A Corner – What is the deadline for filing my French tax return in 2025?
- Q&A Corner – What is the new UK ETA system and who does it affect from April 2025?
- Q&A Corner – What pension reforms are expected in the UK Autumn Budget?
- Q&A Corner – When planning succession, should I choose an assurance vie or a contrat de capitalisation and what tax allowances apply?
- Q&A Corner – Why is it so difficult for US Persons to access financial services in France or Europe?
- Q&A Corner – Why was my UK bank account closed after Brexit, and can I still open one without a UK address?
- Q&A Corner – Why will my UK marriage status cause financial issues when I move to France?
- QROPS Transfers: Navigating the New 25% Tax Charge
- Resolving Pension Tax Hurdles for Expats
- SCPI Investments Proven to Deliver Reliable Long-Term Income
- SCPIs tipped by expert as the best income-generating investment in France
- Selling a Former Main Residence – France vs UK
- Selling UK Property? The Tax Advice you Need to Know
- Should expats in France choose a ‘contract’ or ‘trust’ QROPS pension scheme?
- Stable SCPI investments weather “yoyo” markets and provide quarterly income
- Starting the Fiscal Clock Before Leaving the UK
- Still dream of retiring in France? Better move now before the Brexit transition deadline
- Swerving Succession
- The best way for Brits to bring lump sums into France from the UK
- The best way to invest in a “Buy-to-Let” scheme in France
- The Contrat de Capitalisation
- The Five Pillars of Financial Planning in France
- The Hidden Risk Britons Face in Their Wills
- The Hidden Tax Risks in the UK’s New Budget for Britons in France
- The Risk of Premature Disclosure in Assurance Vie
- The Robinsons’ UK Pension Transfer and Estate Planning
- The UK Personal Portfolio Bond
- To declare or not to declare
- Top Financial Advice Firm in France Will Fill in Your Tax Return for Free
- Towards a reform of France’s inheritance and gift taxation?
- Transferring a UK Pension to France
- UK Budget Adds 25% Tax to QROPS Transfers
- Understand the tax implications of selling a UK property from France
- Using Communauté Universelle to Protect a Spouse in France
- What you need to know about the UK’s New Residency Tax Rule
- Why Assurance Vie is the best way for expats to avoid paying tax on large sums in France
- Why Brussels IV May Not Protect Your Estate
- Why Choose Luxembourg Assurance Vie?
- Why combining an S1 form and an assurance vie policy is the Holy Grail of tax savings in France
- Why Luxembourg provides the best assurance vie policies for UK expats in France
- Why Not to Gift Your Main Residence Too Early
- Why Playing It Safe With a Livret A Could Cost You in the Long Run
- Why the Retired all over Europe are now opting for S.C.P.I’s?
- Your French Tax Declaration