Journal
Notes on money, borders & long-term thinking.
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10 Aug 2026
The estate planning collision
Caveat: Countries will change and amend regulations over time. Whilst the information below was correct at the time of writing, please double-check with us for your personal situation and don’t regard this blog as personal financial advice.
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3 Aug 2026
Stop relying on a single country
Imagine packing up your life, moving to the beautiful South of France, and wearing a heavy, waterproof British winter coat in the middle of July. When people ask why you are sweating, you reply: "Well, this coat always kept me warm back in the UK, so I'm sticking with it."
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22 Jul 2026
The "trailing spouse" pension gap
Moving abroad as a couple is a huge adventure, but let's be honest: the financial logistics are rarely shared equally.
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8 Jul 2026
It refuses to cross borders
When we talk about financial planning, everyone wants to talk about the fun stuff: high investment returns, the potential for a work-optional life, and tax-free withdrawals.
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17 Jun 2026
What a screen will never truly replace
Earlier this week, I had the absolute pleasure of meeting some clients in person here in France. We sat in a little village near where we live, looking out over the beautiful Tarn countryside, and shared a coffee, a croissant, and a proper chat.
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3 Jun 2026
The end of the UK Non-Dom
Financial planning is never ‘just about the money’. There’s the human side of managing emotions and psychology, the technical side of putting plans in place, the product element where we build the portfolio, the tax side where we optimise things and the legal side that governs what we can and can’t do.