Dec 16, 2024
Today’s case study combines secure wealth growth with liquidity preservation. The situation. Craig* and his wife are French tax residents with €790,000 in savings across a local bank account, Livret A (€22,000 each) and a Livret Bleu (€10,000). Planning a...
Sep 16, 2024
Expats holding French assurance vie policies should consider shifting their assets before looming government tax hikes take effect, warns finance expert Daniel Butcher. Significant tax increases on assurance vie policies could arise if the government’s latest...
Jan 16, 2024
Which Assurance Vie brings the best security and protection? Wealth specialist Daniel Butcher reveals all For expats with assets, Assurance Vie schemes (insurance-based investments) are ideal for reducing tax burdens, succession planning and creating capital growth....
Dec 18, 2023
You can increase your income by using inflation to your advantage, says Daniel Butcher Rising inflation is generally perceived with negativity, but in the current climate it can bring expats financial gain. Holders of an Assurance Vie – an insurance-based investment...
Sep 15, 2022
French expats with an Assurance Vie policy can easily benefit from France’s Lombard loan opportunity by leveraging the private banking system, says wealth expert Daniel Butcher of DTB Wealth Management. Lombard loans (crédit lombard), a loan that is taken out against...
Jan 13, 2021
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...
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