News & Commentary
Recent News & Articles
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...
Residency, Brexit and Freedom of Movement
Residency has always been an area of confusion, however, with Brexit, this has become more convoluted, due to EU rules, local laws of each country and Schengen rules. Of course, UK nationals, as EU citizens, never had to worry about the right to stay more than a few...
Protecting What You Hold Dear
This article was first published in the Connexion December 2020 At this time of year we might be reflective on what we hold most dear, our family and loved ones and, especially, our spouses; their significance to you made all the more potent by the current pandemic...
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...
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...
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....
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...
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...
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....