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....
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...
An assurance vie offering UK to France advantages like no other. Golden ticket. This is the only assurance vie that can be opened from the UK with compliance in the UK and France, so that UK residents can start the “tax clock” early. After...
This assurance vie is a highly secure and flexible financial planning solution. Investment lowdown. Providing strong investor protection and tax efficiency, advantages include: Triangle of security. Assets are segregated from the insurer’s, held in...
Five steps to take control of your UK assets The situation. Richard*, a British expat in France, had UK-based investments, including a SIPP and portfolios managed by a UK IFA. Due to regulatory restrictions, his adviser could no longer serve non-UK residents,...
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