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DTB WEALTH MANAGEMENT
News Articles
Why combining an S1 form and an assurance vie policy is the Holy Grail of tax savings in France
Wealth management expert Daniel Butcher explains why an S1 form can unlock significant financial advantages for retiree expats in France Having both an S1 form and an assurance vie policy carries huge financial benefits for expats in France. The reason for this is...
Why Luxembourg provides the best assurance vie policies for UK expats in France
Wealth management expert Daniel Butcher explains why a Luxembourg-based “assurance vie” bond is the best investment option for expats looking to grow lump sums or create income. When Daniel Butcher’s British expat client came to him with €200,000 to invest, he advised...
Expert tax adviser provides access to most financially rewarding investment in France
If you want to benefit from the most cost-effective, high-level interest rate possible in France, then you need to invest in “La Girardin Industriel”, says financial expert Daniel Butcher... According to DTB Wealth Management – a “Conseil en Gestion de Patrimoine”...
Married UK expats: How to avoid inheritance disasters in France
If you’re British, married, living in France and want to have control over what your other half will inherit, legally it is more important to have a “Donation au Dernier Vivant” than a will. Daniel Butcher of DTB Wealth Management explains why… British married couples...
Pension Transfer Tax
Brit expats in France can still move pensions without charges - but for how long? Following Brexit legislation, DTB Wealth Management is advising expat clients in France to move their UK pensions to a QROPS as they won’t currently incur a 25% overseas transfer charge....
Get Ready for the Consumer Boom
It is sometimes said that economists add a decimal point to their forecasts to show they have a sense of humour. But in truth, despite being an inexact science at the best of times, economic data is routinely accepted as an accurate measure of the economy. This is...
The best way for Brits to bring lump sums into France from the UK
Daniel Butcher, an expert financial adviser to expats, offers essential advice to Brits moving to France. With 2021 around the corner and the Brexit transition deadline of 31 December 2020 approaching fast, what is the best way to bring lump sums from the UK into...
The best way to invest in a “Buy-to-Let” scheme in France
Daniel Butcher of DTB Wealth Management highlights the most lucrative opportunities for expats who want to invest in a buy-to-let property in France In the UK Buy-to-Let mortgages are a smart investment for property buyers. Although these loans do not exist in France,...
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...