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.
Our Expertise
- Assurance vie’s from Luxembourg, Southern Ireland, and France
- SCPI investments from all over France & EU, UK, USA & Canada
- QROPS from Malta
- ISIPP’s from Isle of Man, Souther Ireland
- Platforms, from Luxembourg, IOM, Guernsey
Assets Under Management (AUM)
€65million AUM and VIA NETWORK (€300million AUM)
Clients
Providers
Years of Experience
Our Clients
- British Expats in France 70%
- French having lived in the UK 25%
- French clients 5%
Our Activity
- Assurance Vie Luxembourg & Ireland 30%
- QROPS, ISIPP (Overseas Pensions) 30%
- European SCPI for Yield 20%
- French Policies (French AV, Healthcare, Girardin Tax Credit, Real Estate) 10%
- Wills, Legal & Fiscal Advice 10%
Latest News
Should expats in France choose a ‘contract’ or ‘trust’ QROPS pension scheme?
One is less recognised in France and could create tax problems, warns expat financial adviser Daniel Butcher. For expats transferring a UK pension to France, the Qualifying Recognised Overseas Pension Scheme (QROPS) is widely recognised as the best option. But which...
How to move your UK pension to France with a tiny tax rate
If you’re worried about moving your UK pension to France because of high taxes, try this method from expat wealth expert Daniel Butcher. Not only will you be taxed lightly, but the transfer time will be faster than expected… France is the most advantageous country in...
Stable SCPI investments weather “yoyo” markets and provide quarterly income
If your portfolio isn’t generating the income you’d planned for, there is an alternative solution, says Daniel Butcher of DTB Wealth Management. Amidst the ongoing energy crisis and cost-of-living increases, the last twelve months have seen a decline in the financial...
Assurance Vie opens door to flexible Lombard loan borrowing in France
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...
Expat financial adviser tests investment schemes and discovers jackpot
Should British expats in France simply draw a Defined Benefit pension, invest in a QROPs or take out an Assurance Vie? The most lucrative result combines all three, says financial expert Daniel Butcher. Many UK expats, over the age of 55, who move to France, will take...
Why Assurance Vie is the best way for expats to avoid paying tax on large sums in France
Daniel Butcher, an expert financial adviser to expats, offers crucial money-saving advice for retirees living in France What is the best way to bring lump sums from the UK into France? DTB Wealth Management – a Conseil en Gestion de Patrimoine (CGP), which is...
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.
Our permanent move from the UK to France took almost 4 years to complete. We were in touch with Daniel for much of that time. I am from a Financial Services background myself & found his knowledge & expertise on both markets invaluable.
He delivered tailored advice to meet our specific financial needs. In addition he passed on very useful advice on other matters such as Healthcare, Will planning & even Pet Insurance. His manner is engaging, reassuring & measured. There are very real differences between the UK & French regimes. In particular managing timescales. In our opinion professional advice is required. In summary we would fully recommend Daniel to look after your interests both pre & post sale.
Our Main Partners
Get in Touch
Bureau de réception Albi & Backoffice:
Bureaux A113 & A108, 1er étage, Buro Club Albi – Zone Albipôle,
8 Avenue de la Martelle
81150 TERSSAC
FRANCE
Bureau de réception Toulouse:
VIA La Plateforme Patrimoniale,
130 rue Galilée, Les Triades A
31670 LABEGE
FRANCE
Email : contact@dtbwealthmanagement.com
Office : +33 (0)970 440 049
Mobile : +33 (0)672 344 850
Helpline : +33 (0)177 759 693
