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.
Assurance vie, securities, equity saving plans & asset management
Repatriation of pensions to Qualifying Recognised Overseas Pension Scheme (QROPS) or International Self-invested Personal Pensions (ISIPPs) and succession planning.
Tax exemption analysis, personal income tax, benefits and property wealth tax.
Drafting wills and understanding matrimonial regimes.
Property & Mortgages
Asset development, leaseback, mortgage brokerage or property sales.
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.
Our Main Partners
JANUARY 2021 MARKET UPDATE Describing 2020 as a roller coaster ride for investors does not do justice to the unprecedented series of events ushered in by the pandemic and the lockdowns across the world. Although many markets sold off steeply into bear market territory...
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...
Daniel Butcher of DTB Wealth Management highlights the most lucrative opportunities for expats who want to invest in a buy-to-let property in France In the UK Buy-to-Let mortgages are a smart investment for property buyers. Although these loans do not exist in France,...