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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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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…
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…
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…
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…
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…