Expat Financial Advice Articles

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

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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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U.S. Retirement Accounts When Moving to France

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…

Gérer un 401k en tant que Français

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…

Is the UK Pension Lump Sum Taxable in the US

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…

Financial Planning for US Expats Living in France 2026 Guide

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…

Best Investment Options for UK Expats Living in the USA

Posted by Ryan Frost | Nov 24, 2025

Best Investment Options for UK Expats Living in the USA

Navigating your finances as a UK expat living in the USA can feel overwhelming. You might still have assets in the UK, new financial opportunities in the United States, and…

New Healthcare Contribution for American Retirees in France

Posted by Ryan Frost | Nov 19, 2025

New Healthcare Contribution for American Retirees in France – What It Means and How to Prepare

For many Americans, retiring in France is the dream. The slower pace of life, the world class healthcare system, the safety, and the rich cultural environment make it one of…

US Resident with a UK ISA

Posted by Ryan Frost | Nov 17, 2025

US Resident with a UK ISA

A UK Individual Savings Account (ISA) is a popular tax-advantaged investment account available to UK residents. Designed to encourage saving and investing, an ISA allows individuals to contribute up to…

Americans in Nice

Posted by Ryan Frost | Nov 07, 2025

Americans in Nice: Relocating, Living, and Managing Your Finances on the French Riviera

For many Americans seeking a new chapter abroad, the French Riviera, and especially the city of Nice, offers the perfect blend of beauty, lifestyle, and opportunity. There is a longstanding…

New Low Cost SIPP USA US Residents

Posted by Ryan Frost | Oct 27, 2025

New Low Cost SIPP for USA and US Residents

For many Americans with UK pensions, managing retirement savings across borders can feel complicated. Between tax rules, fees, and limited investment flexibility, finding the right solution matters. That is where…

401(k) Moving to Europe

Posted by Ryan Frost | Oct 22, 2025

401(k) Moving To Europe: What American Expats Need to Know

Relocating to Europe brings a mix of excitement and complexity, especially when it comes to your retirement savings. One of the most common questions American expats ask is what happens…

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