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We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
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Our team regularly puts together blog posts about the current market situation or relevant topics.
What we're about
Getting results
Our reputation is built by winning trust, but also delivering on our promises. We love working closely with our expat clients, giving sound financial planning advice to leverage wealth and help grow their investment portfolios.
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Posted by Eduardo Ferreira Simoes | Jul 31, 2026
QROPS for US Residents: IRS Rules, UK Pension Transfers and Why Overseas QROPS No Longer Work
For US residents with UK pension assets, the old QROPS conversation is largely over. That does not mean QROPS has disappeared as a UK pension transfer category. It has not.…
Posted by Jerome Perkins | Jul 28, 2026
Why Your US Financial Advisor Cannot Help You in France (And What to Do Instead)
Finding a US financial advisor in France who can genuinely serve your needs is one of the most underestimated challenges of expat life. Most Americans who move to France assume…
Posted by Eduardo Ferreira Simoes | Jul 24, 2026
UK Pensions 25% Tax-Free Cash and the US Tax Treaty: What Articles 17 & 18 Do – and Do Not – Protect
1. “Tax-Free” in the UK Is Not the Same Question as “Tax-Free” in the US For many UK pension holders who move to the United States, the phrase “25% tax-free…
Posted by Jerome Perkins | Jul 21, 2026
Cross-Border Retirement Planning in France 2026: The Complete Guide for American and British Expats
Cross-border retirement planning is not simply retirement planning with a passport. It is a fundamentally different discipline that requires coordinating income sources, tax systems, currencies, and legal frameworks that were…
Posted by Eduardo Ferreira Simoes | Jul 17, 2026
Holding a UK Pension While Living in the United States: Tax, Treaty, Transfer and Family Considerations
The Real Question Is Not “Can I Move My UK Pension?” For many US residents with UK private pension assets, the first question is often framed too narrowly: can I…
Posted by Jerome Perkins | Jul 09, 2026
Trump Accounts (Section 530A): What US Clients Need to Know
Financial planning briefing only. Not tax advice. Trump Accounts launched on July 4, 2026, and over six million children have already been registered. If you have children or grandchildren under…
Posted by Jerome Perkins | Jul 07, 2026
U.S. Retirement Accounts When Moving to France: Your Complete Planning Guide
Moving to France is one of the great life decisions. The food, the pace, the culture, the countryside. But tucked inside that move is a set of financial decisions that…
Posted by Jerome Perkins | Dec 10, 2025
Gérer un 401k en tant que Français
Gérer un plan 401k lorsque l’on est Français peut vite devenir complexe. Entre les règles fiscales américaines, les impacts lorsque l’on quitte les États Unis et les options de transfert…
Posted by Ryan Frost | Dec 02, 2025
Is the UK Pension Lump Sum Taxable in the US?
For many Americans who once worked in the United Kingdom or who have since returned to the United States, UK pensions can feel confusing. One of the most common questions…
Posted by Ryan Frost | Nov 26, 2025
Financial Planning for US Expats Living in France: 2026 Guide
Moving to France offers an incredible mix of culture, lifestyle, food and healthcare quality that feels almost unmatched. Yet for many Americans, the financial side of becoming an expat can…