French forced heirship rules can override your will, reserving portions of your estate for children. British property owners need specific strategies to protect their wishes.
Selling your UK property before relocating to France? Here's how to manage your capital gains and invest the proceeds tax-efficiently.
British expats in France face unique challenges generating retirement income efficiently. Discover how assurance vie and strategic planning can maximise your after-tax returns.
Official 2026 guidance confirms harsh penalties for UK trust non-compliance in France. Discover why assurance vie offers a cleaner alternative for British expats.
Understanding French tax residency rules is crucial for British expats. Learn the 183-day rule, tax obligations in year one, and how to structure your finances efficiently.
Retirement, Tax & Estate PlanningUK Prime Minister Keir Starmer has made an ambitious pledge to construct 1.5 million homes in the next five years in order to address the nation’s housing crisis. The outlined plans will give local councils targets for around 830,000 new houses every year in their areas. But what does this mean for investors? Herein, we take you through five key talking points to ponder. 1. More opportunities for investing social housing With the regime planning to expedite building permission with the help...
Wealth ManagementRetirement planning is no easy walk in the park, but it doesn't have to be complicated. The key to a financially secure retirement often lies in diversifying your income streams. That's especially true if you're an expat navigating multiple tax jurisdictions and currency considerations. Let's talk about ways you can generate more passive income for a comfortable retirement, with practical strategies that work particularly well for international investors and expats. What is passive income?...
Wealth ManagementThe British pound has reached a two-year high against the US dollar. This surge has caught the eye of investors worldwide, particularly expats with ties to the UK. In this article, we'll break down the key talking points following sterling's gains against the greenback. We'll also cover what expat investors need to know about the strengthening pound and British economy, including practical strategies for navigating this shifting landscape. Sterling's rise: A closer look Sterling rose to...
Retirement, Tax & Estate PlanningProperty loan notes have gained traction among investors looking for alternatives to traditional real estate investments. As the European property market continues to recover, retirees and expats are looking for ways to invest their funds. Let's talk about the outlook of the property loan notes in Europe. First up - What are property loan notes? Property loan notes are debt instruments issued by property developers or companies. They offer investors a fixed return over a set period,...
Fixed Interest InvestmentsThe Bank of England (BoE) has signalled a potential interest rate cut in August, a big shift in UK’s monetary policy. This move could be the first reduction in borrowing costs in over four years. During the same June meeting, the BoE’s rate-setting committee voted 7-2 to maintain the current rate of 5.25%, a 16-year high. However, the meeting minutes revealed a notable change in tone, hinting at a possible rate cut at their next meeting on 1 August. This potential policy shift comes as...
