How we build and manage portfolios for the long term. Successful portfolio management is not about reacting to short-term market noise. It is about applying a clear, disciplined and repeatable framework that works across market cycles. Our approach rests...
A flexible savings wrapper with powerful estate-planning advantages What it is. The contrat de capitalisation is a long-term savings wrapper that mirrors the structure and tax treatment of an assurance vie, only the consequences in the event...
How an 82-year-old Brit used it for tax-efficient inheritance The situation. Brian*, an 82-year-old British retiree living in France, is divorced, has children and holds an S1, exempting him from French social charges. His income consists of £5,500 UK...
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...
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...
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