HELPLINE: If you are a British expatriate, or a French inpatriate in France and require legal guidance – from wealth management to tax exemption solutions and pensions advice – our expertise will offer you first-class solutions.
We belong to a specific profession in France called Conseil en Gestion de Patrimoine (CGP). This means that we are highly qualified and regulated to provide analyses and solutions across financial, legal, social and real estate matters. Our team includes notaires and consultants who have at least a master’s degree (or Bac +5) in family and notarial international law.
Because we are totally independent, we offer unbiased recommendations on a broad range of investment opportunities and we’ll give you full, hands-on support every step of the way. We are experts at navigating the legal quirks and hurdles of French administration – particularly if you are transferring assets from the British system.
The consultancy is run by British expats who have lived most of their lives in France, with a completely bilingual team.
This combination of personal and cultural experience of France and the UK, combined with our high-calibre CGP credentials, means we are uniquely positioned to provide you with the serious and carefully-crafted solutions you need.
Resolving our clients’ problems in France, no matter how complex, is what we excel at.
Our Services
Financial Advice
Assurance vie, securities, equity saving plans & asset management
Pension Planning
Repatriation of pensions to Qualifying Recognised Overseas Pension Scheme (QROPS) or International Self-invested Personal Pensions (ISIPPs) and succession planning.
Tax Guidance
Tax exemption analysis, personal income tax, benefits and property wealth tax.
Legal Procedures
Drafting wills and understanding matrimonial regimes.
Property & Mortgages
Asset development, leaseback, mortgage brokerage or property sales.
General Matters
Resident permits, mutuelle (top-up insurance) advice, house insurance and so on.
What our Clients say
I am extremely happy that I chose Daniel Butcher as the financial adviser to arrange the transfer of my UK pension to France.
He is perfectly bilingual and understands well the tax and regulatory requirements of both countries.
Moreover, his personal style and dedication to the task have been outstanding.
He has always been available for me and he meets his commitments reliably whilst clearly communicating with me on any issues or obstacles that had to be overcome. I recommend him most strongly.
Daniel Butcher kindly helped me in transferring my UK pension to a QROPS.
I had worked with Daniel in the past as he had already helped me in transferring a smaller fund to France where I now reside.
I find him easy to work with and he makes sure to take time to explain the different steps in the process and is always there to answer any questions.
He also knows the French and the UK tax and pension systems very well.
I had the pleasure to get a presentation on this topic by Daniel. It was very helpful to see some examples from the past.
When a considerable amount of money is involved it’s important to work with someone who’s trustworthy. Daniel was able to gain my trust from the start. The procedure is lengthy and involves a lot of paperwork, but Daniel was always available to give some assistance and clarify issues where needed. I very much appreciated his reactivity and willingness to help out.
Even after the transfer of the funds, I could always rely on Daniel for questions and answers. I can only recommend everyone who’s interested in a similar transfer to contacte Daniel and work with him and his office.
Many Thanks.
Our Main Partners
Latest News
Make sure the Financial Adviser you meet or contacts you is regulated! In France only CIF’s are regulated.
If the person contacting you is not in France, he is passporting his rights, and is allowed to, but is he covered by French civil liability and does he know anything about French laws... Example : does a Spanish adviser know anything about French civil Law and...
MARKET UPDATE – NOVEMBER 2023
CONTINUED DECLINES IN GLOBAL EQUITY MARKETS Stock markets struggled for a third consecutive month as concerns persisted regarding the potential impact on the global economy from interest rates remaining higher for longer in the face of still strong activity in the US....
MARKET UPDATE – OCTOBER 2023
SEASONAL FALLS FOR EQUITIES AND BONDS Financial markets had a tough third quarter, with September yet again weak as equity and bond prices tumbled. Optimism regarding interest rate declines in Q4 and further reductions early in 2024 was dispelled as the US economy...
Get in Touch
Main Office:
Futuropolis,
Parc de la Grande Plaine,
8 rue Maryse,
31500 Toulouse
British Expat Office:
10 Lices Pompidou,
81000 Albi
Email: contact@dtbwealthmanagement.com
Tel: +33 (0)6 72 34 48 50
