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DTB WEALTH MANAGEMENT

News Articles

Pension Transfer Tax

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....

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Get Ready for the Consumer Boom

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...

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Is this the easiest way for expats to generate an income?

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...

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AN EXPATRIATE GUIDE ON ASSURANCE VIE POLICIES

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...

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