News & Insights

For high-net-worth individuals moving to or already living in France, assurance vie is likely to feature in conversations about investing, tax planning and passing wealth to the next generation. Despite its name, assurance vie is not simply conventional life insurance. It is a long-term investment structure that can hold a range of assets, provide access […]

For high-net-worth individuals living in France, estate planning is rarely limited to preparing a will. International families may hold property, investments, pensions and business interests across several countries. Their beneficiaries may live in different jurisdictions, and family structures can include children from previous relationships, unmarried partners and financially dependent relatives. French succession law, inheritance tax […]

France offers an attractive combination of culture, infrastructure, healthcare and lifestyle. From Paris and the Côte d’Azur to Provence and the French Alps, the country continues to appeal to international entrepreneurs, senior professionals, retirees and high-net-worth families. However, moving to France can fundamentally change how your worldwide income, investments, property and estate are treated. A […]

The removal of the physical border between Gibraltar and Spain marks the beginning of a significant new chapter for the Rock, the surrounding region and the thousands of people whose lives and businesses span both sides of the frontier. Following years of post-Brexit negotiations, the United Kingdom and European Union formally signed a treaty on […]

Retirement planning is no longer simply about reaching a certain age and relying on a pension to support your lifestyle. Today, people are living longer, retiring earlier in some cases, and facing greater financial responsibility for their future than previous generations ever experienced. As a result, understanding how to calculate a wealthy retirement has become […]

Financial plans are built around assumptions. Assumptions about income, retirement timing, family circumstances, health, lifestyle and future priorities. When those assumptions remain stable, financial planning can quietly support long-term goals in the background. But when life changes, those foundations can shift quickly — and plans that once made sense may no longer reflect reality. Major […]

For many investors, withdrawing money from a portfolio can appear straightforward. Whether it is funding a significant purchase, helping children financially, supplementing retirement income or responding to an unexpected life event, the natural question is often simple: “Can I afford it?” But in wealth planning, affordability today is only part of the equation. The more […]

Financial confidence is not about becoming an investment expert overnight. More often, it starts with understanding your finances clearly enough to feel organised, informed and in control of your future. Across the UK, more women are taking active steps to manage their finances, from saving and investing to reviewing pensions and seeking professional financial guidance. […]