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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?

Market volatility and coronavirus

Coronavirus is having a significant impact on global markets, but reacting too soon when markets fall can be risky.

Make your money last as long as you do: 5 questions to consider

Help ensure your pensions, savings and investments will provide financial security in retirement by asking 5 key questions.

Living in Cyprus? Make sure your money lasts as long as you do

If you’re living in Cyprus or plan to retire there, how can you ensure your pensions, savings and investments last your lifetime?

Investing in property vs investing in capital investments when living in France

Is it more tax-efficient to invest in property or shares and bonds when living in France? We explore the tax liabilities and other implications.

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 your new life abroad.

Downsizing your home needn’t mean short-changing your heirs

With careful planning, it is possible to scale down the size of property to unlock retirement funds and still leave a lasting legacy for your family.

It’s time in the market – not timing the market – that reaps rewards

When investing, a long-term, diversified strategy usually brings better overall returns than chasing short-term gains.

Time to take interest in your investment options

With today’s low bank interest rates and economic uncertainty, it pays to look beyond cash deposits and review how you hold savings and investments.

Is your financial planning in shape for today?

Brexit uncertainty, low interest rates and tax transparency makes it harder to protect and grow your wealth, but regular financial reviews can help.

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