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News & Commentary

Recent News & Articles

Don’t Make a Hash of Moving Your Pension Cash

Don’t Make a Hash of Moving Your Pension Cash

I am usually given a topic by the Connexion to cover, but this month they were keen for me to pick a topic from my frequently asked questions, unrelated to Brexit or the pandemic. This was super easy, since what to do with UK pensions currently dominates our enquiries...

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We Shall Not Be Moved

Last month we talked about residency, Brexit and Freedom of movement, which triggered a flurry of calls and emails from people of a particular situation. I say that it is particular, however, the high volume tells me that that there are enough concerned people to...

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Archived News & Articles

Should Brexit force a UK Pension Exit?

There has always been a great deal of uncertainty surrounding what happens after Brexit, for many things. One of those anxieties has been the likely loss of EU passporting rights for UK financial services. Until recently, most people have considered that it is...

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C’est la Vie !

This month the editor sent me an article they had come across, in the mainstream French press, about assurance vie and asked me what I thought. Given that many people living in France have an assurance vie, including expatriates, we agreed it as an interesting topic...

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It Is Hard to be an Investor

When it comes to your money these days, it is hard to know what to do. Interest rates are 0.10% in the UK and 0.0% in the rest of Europe. This has led many people to add more of their money to the stock market, or even invest this way where previously not considered....

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Tax Myths & Misconceptions

Being the month of April (poisson d’avril / April fool) the Connexion have asked me if I could write about tax myths and misconceptions. Mmm… I might need a bit more than half a page for that, so failing the Connexion granting me 50 pages to write about this, I had...

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Counter the cost of investing on you AND the planet

When it comes to the financial world, you will find one acronym after another and be expected to understand what is going on. A company I used to work for, used to talk about ‘Three Letter Abbreviations ‘or TLA’s; itself a TLA; coming from a company whose own name was...

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Quel est le plus « rentable » ?

I recently received an enquiry which simply said that they had inherited some money and asked, “What would you suggest we do with the money; buy a rental property or invest in the stock market?”. This question is not at all unusual, so a great topic for this space....

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