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DTB WEALTH MANAGEMENT

News Articles

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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Why the Retired all over Europe are now opting for S.C.P.I’s?

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...

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BREXIT MATTERS | Visas & Residency. A REAL BREXIT Topic

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...

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Towards a reform of France’s inheritance and gift taxation?

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...

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A GUIDE TO THE FRENCH INCOME TAX CALENDAR

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...

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HOW DOES FRANCE TAX MY UK PERSONAL PENSION PLAN ?

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...

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