DTB WEALTH MANAGEMENT
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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...
How is my foreign pension taxed in Belgium?
If you are planning to retire in Belgium and you are entitled to one or more pensions from a foreign source, there are some important tax considerations to keep in mind. Retiring in Belgium can have significant tax benefits, but those building up state or occupational...
A GUIDE TO THE FRENCH INCOME TAX CALENDAR
Your Essential Guide to the French Income Tax Calendar If there’s one topic you can rely on to provoke a heated debate among residents of France, it is taxes. You could even go as far as calling it France’s national sport, given the constant search by the whole...
HOW DOES FRANCE TAX MY UK PERSONAL PENSION PLAN ?
Tax and social charges applied on Lifelong annuities in French : “rentes Viageres à Titres Onéreux in France Life annuities come from the conversion of a savings product, such as a life insurance contract, a French PERCO or foreign Personal Pensions Schemes. Tax...