DTB WEALTH MANAGEMENT
News Articles
Still dream of retiring in France? Better move now before the Brexit transition deadline
British retirees wishing to move to France should do so before the Brexit transition period ends on 31 December 2020, urges financial expert Daniel Butcher For British citizens who want to move to France it is vital to safeguard residency and healthcare security. As...
DTB Wealth Management rebrands to increase visibility to expats in France
DTB Wealth Management has undergone a rebranding that firmly shows its commitment to supporting British expats and French inpatriates with expert financial advice in France. The new illustration of a migrating bird in the company’s logo and on the home page of the...
Is this the easiest way for expats to generate an income?
SCPIs are “ideal” for expats seeking a low risk, hassle-free earnings, says investment specialist Expats in France who need a regular, income-generating investment should consider taking out an SCPI (Société Civil de placement immobilier). This advice comes from...
AN EXPATRIATE GUIDE ON ASSURANCE VIE POLICIES
Principle & Objectives: Having become the preferred investment for French people, who devote the majority of their financial savings to it, assurance vie is a vehicle for both savings and protection. Thanks to a special legal regime, assurance vie savings allow...
Is your healthcare covered in France if you catch the Coronavirus?
Coronavirus-related medical costs could force expats to pay thousands for healthcare in France, warns insurance expert Daniel Butcher Jane and Chris Boden, aged 65 and 71 respectively, who contracted the Coronavirus together on 21 March 2020, have to pay almost...
BREXIT MATTERS: Why expats in France need a Conseil en Gestion de Patrimoine advisor
If you are a British expat living in France, you should be working with an international Conseil en Gestion de Patrimoine (CGP) – read on to learn how a CGP can transform your financial and legal affairs. More and more French asset holders are using the services of a...
Why the Retired all over Europe are now opting for S.C.P.I’s?
SCPI's or Property investment trusts, are capable of generating a gross 5% annual return and are uncontestably becoming France’s most attractive investment. This is one of our favorite investments and is ideal for expats seeking an additional regular income or simply...
BREXIT MATTERS | Visas & Residency. A REAL BREXIT Topic
Before Brexit you can apply for a European carte de séjour at your local prefecture under the current system, although this is optional. If you have applied and your residency application has been refused, or you think it has been handled incorrectly by your...
Towards a reform of France’s inheritance and gift taxation?
Published on the 12th of November 2019 by Daniel Butcher, estate planning attorney at DTB Wealth Management, associate Partner of VIA La Plateforme Patrimonial. Proposed law aims, in particular, to modify inheritance tax rates and the amounts of tax deductions to...