Expat Financial Advice Articles

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

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Healthcare Planning for Retirees in 2026

Posted by Jerome Perkins | Sep 09, 2026

Healthcare Planning for Retirees in 2026: What It Costs and How to Prepare

Ask most people what worries them about retirement, and the answer is rarely the fun part. It is healthcare. Specifically, the fear of medical costs eating into savings just when

UK ISA as a US Resident

Posted by josh-maunder | Sep 07, 2026

UK ISA as a US Resident: What British Expats and Returning Americans Must Know

You worked in the UK. You saved diligently. You did everything right. And now you are living in the United States, or thinking about making the move (see UK ISA

American Guide to French Wealth Tax (IFI)

Posted by Jerome Perkins | Sep 02, 2026

The American Guide to French Wealth Tax (IFI): Is Your U.S. Real Estate At Risk?

You have built a life across two continents. Maybe you own a vacation home in Provence, a pied-a-terre in Paris, or a countryside retreat in the Dordogne. Life in France

Estate Planning for Americans in France

Posted by Jerome Perkins | Aug 26, 2026

Estate Planning for Americans in France: Wills, Succession Law, and Protecting U.S. Assets

You have built something worth protecting. A home in Burgundy, a portfolio built over decades, a retirement income flowing in from the US, and family on both sides of the

Moving to France After 55

Posted by Jerome Perkins | Aug 19, 2026

Moving to France After 55: The Financial Checklist Americans Almost Always Get Wrong

The dream tends to arrive in stages. First it is just an idea. Then a visit becomes a longer stay, and the longer stay starts to feel like the real

Collect US Social Security While Living in France

Posted by Jerome Perkins | Aug 12, 2026

Can You Collect US Social Security While Living in France?

Moving to France is one of the most rewarding decisions an American can make. The quality of life, the healthcare system, the food, the pace of living: it all adds

UK pension

Posted by Eduardo Ferreira Simoes | Aug 07, 2026

Should a US Resident Keep, Transfer or Draw a UK Pension? A Private Client Decision Framework

A UK pension can become one of the most complex assets a US resident owns-not because of the pension itself, but because every decision about it sits between two tax

Currency Risk in 2026

Posted by Jerome Perkins | Aug 05, 2026

Currency Risk in 2026: What a Weaker Dollar Means for European Residents with US Assets

If you live in Europe and hold US assets, 2025 gave you a sharp and personal reminder of how much currency markets matter. The US Dollar Index fell nearly 10

QROPS for US Residents

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.

Why Your US Financial Advisor Cannot Help You in France

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

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