As experienced FEIFA members (Federation of European Financial Advisors) we are qualified to provide first-rate financial advice. Our solutions for expats pension planning in France are unsurpassed because of our legal proficiency, attention to clients’ circumstances and approachable friendly service.
Our service is unique because we’re also regulated by the UK’s FCA (Financial Conduct Authority). This makes us the sole France-based company offering overseas pension transfers or QROPS (Qualifying Recognised Overseas Pension Scheme) to British expats.
It also means that if you’re pension planning in France and concerned about the implications for your UK pension, we can address that issue, too.
We make pension planning in France easy and can advise on any situation, such as whether an ISIPP (International Self-invested Personal Pensions) or “frozen” pension is a suitable option. Our team will always ensure you choose the optimum outcome for a wealth-focused, worry-free life in France.
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.
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.
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 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 would recommend him as a financial advisor.
Assurance vie, securities, equity saving plans & asset management
Resident permits, mutuelle (top-up insurance) advice, house insurance and so on.
Drafting wills and understanding matrimonial regimes.
Property & Mortgages
Asset development, leaseback, mortgage brokerage or property sales.
Tax exemption analysis, personal income tax, benefits and property wealth tax.