ESG investing – earning returns while helping the environment and society

The topic of ‘ESG investing’ – Environmental, Social, Governance – was highlighted recently at the COP26 meeting in Glasgow alongside…

Look beyond property to unlock investment potential

Property is a solid, reliable investment that holds its value, right? For many people, investing in bricks and mortar by…

UK-based financial advice and services post Brexit. 4 things to consider.

If you live in the EU but take financial advice from the UK, what do you need to think about…

Planning a secure retirement in France

Planning your retirement in France? Be sure to review your strategy early in order to minimise your tax liabilities whilst…

Tax-efficient investment in France – the benefits of assurance-vie

Assurance-vie policies offer tax and estate planning advantages. Many expatriates find them valuable for providing tax-efficient income while  protecting their…

Six tips for protecting and growing your wealth

At a time of continued low interest rates and complex taxes, how can you manage risk and maximise your savings…

How to retire abroad with financial peace of mind

If you’re retiring to Europe, be prepared to adjust your savings and investments, tax, pensions and estate planning to suit…

Retiring in Cyprus with financial peace of mind

Cyprus offers great appeal for a retirement in the sun, but be prepared to make some changes to protect your…

Why chasing star performers won’t guarantee investment success

While it may be tempting to choose investments based on past performance, this tactic rarely works in the long term.…

Should you keep hold of UK investments in Portugal?

Expatriates often keep UK investments like Premium Bonds, ISAs, savings accounts, shares and bonds, but are they suitable for Portugal?

Key elements for successful investing when living in France

What do you need to think about when it comes to creating and protecting your wealth as a French resident?

How are your savings protected? Bank deposit guarantee schemes in the EU & UK

European banks provide a deposit guarantee of up to €100,000 (£85,000 in the UK). In Jersey, Guernsey and Isle of…

Five tips to get your finances Brexit-ready

Are your finances Brexit ready? Reviewing your currency, investment, tax planning and pension options now can help you secure financial…

It is not easy to outpace markets – here’s how you can try

When investing, how can you best minimise risk and make the most of your savings & investments to outpace inflation…

What you need to think about to help future-proof your finances

With global economic uncertainty and full Brexit due on 1 Jan, review your financial planning now to reduce risk, minimise…

Preparing your finances for the unexpected when living in France

How can expatriates in France prepare investments, tax planning and estate planning for volatile times and protect against life’s unknowns?