Expat Financial Advice Articles

Our team regularly puts together blog posts about the current market situation or relevant topics.

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We work efficiently for our clients, adding value wherever we can by being pro-active, and making the most of our expertise by recognising and utilising the simplest, most effective financial planning solutions..

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Assurance Vie for U.S.expats in France

Posted by Cedric Bernier | Dec 09, 2024

Assurance Vie for U.S.expats in France

Have you been wondering if there are assurance vie for US expats in France? Have you heard of the harsh PFIC rules leaving Americans with limited options? Assurance Vie for

How to live in France Tax-Free

Posted by Eric Frison | Sep 16, 2024

How to live in France Tax-Free

Wondering how to live in France Tax-Free? Are you an American “taxbird” living in France, constantly returning to the US every six months to avAre you an American thinking of

Posted by Cedric Bernier | Aug 22, 2024

Is HSBC Premier closing your brokerage account?

Are you an American expat who recently discovered that HSBC Premier is closing your brokerage account? Since the beginning of 2024, many American expat clients are scrambling to find a

Accidental american

Posted by Cedric Bernier | Jun 24, 2024

Are you an accidental American?

Are you an accidental American, wondering what are the repercussions of your new found identity? Believe it or not, millions of people around the world are classified as “accidental Americans”,

Chase (JP Morgan) and Wells Fargo are closing your IRA or retirement accounts

Posted by Cedric Bernier | Apr 01, 2024

Chase (JP Morgan) & Wells Fargo are closing your IRA or retirement accounts

Have you received the unfortunate news that Chase (JP Morgan) & Wells Fargo are closing your IRA or retirement accounts? You may be one of the many unfortunate US expats

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