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Beat uncertainty by taking control of your finances

When it comes to tax, pensions, investments and estate planning, there are things you can control to your benefit, whatever happens around us.

New Year financial planning for France

Regular financial reviews ensure your tax, wealth management, estate planning and pension arrangements are suitable for your life in France.

Review your finances for the new year

New year is a good time to check your tax, savings, pension and estate planning are on track to meet your family’s needs in 2018 and beyond.

Look beyond property to unlock investment potential

Property investments can fall behind when it comes to the key principles of liquidity, risk and return, diversification and tax efficiency.

How to get your finances Brexit-ready

Reviewing your currency, investment, tax planning and pension options now can help you secure financial security, whatever Brexit brings.

One size does not fit all when it comes to investments

The best investment approach for you will depend on your situation, goals, time-frame and risk appetite. Tax considerations are also key.

Downsizing your home needn’t mean short-changing your heirs

It is possible to scale down the size of your property to unlock retirement funds and still leave a lasting legacy for your family.

Can you afford the cost of living longer?

Today’s life expectancy means retirement could last decades. How can you make your savings, investments and pensions last as long as you do?

What can we expect from a higher UK interest rate?

How does the increase in the UK interest rate to 0.75% affect savings and investments, exchange rates and pensions for expatriates?

Is your financial planning match-fit for today’s world?

Protect your wealth and limit taxation with financial planning solutions designed for you and your family by a local, regulated adviser.

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