Is Your Assurance Vie at Risk? Three Tax Changes to Watch

Is Your Assurance Vie at Risk? Three Tax Changes to Watch

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 proposals...
The best way for Brits to bring lump sums into France from the UK

The best way for Brits to bring lump sums into France from the UK

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

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

Jun 29, 2020

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...
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?

Jan 20, 2020

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

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

Jan 14, 2020

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...