MARKET UPDATE – AUGUST 2026

MARKET UPDATE – AUGUST 2026

Top takeaway. Risk assets extended their advance as Washington, Tehran and Muscat moved toward an interim agreement to reopen the Strait of Hormuz — an announcement is possible today. Oil fell, Treasury yields eased and US equities set fresh records. Energy remains...
Why Planning Should Begin Before Leaving the UK

Why Planning Should Begin Before Leaving the UK

The first step in building your future French Assurance Vie Imagine arriving in France with a Luxembourg Assurance Vie that is already several years old. Most British expatriates don’t realise this is possible. At DTB Wealth Management, we often explain that...
Q&A Corner – Key Questions Before Leaving the UK

Q&A Corner – Key Questions Before Leaving the UK

When moving from the UK to France, most people focus on the practical side of relocation. However, the financial and tax questions you address before departure often have a significant impact on long-term outcomes. Q: When should I become a French tax resident?...
From ISA to Assurance Vie

From ISA to Assurance Vie

Understanding how timing shapes tax efficiency in France The situation. A UK client preparing to relocate to France held approximately £250,000 in ISAs built up over many years. In the UK, these accounts provided tax-free growth, flexibility and a familiar...
Why 2026 Is a Turning Point for British Expats in France

Why 2026 Is a Turning Point for British Expats in France

A new era for cross-border financial planning Relocating between the UK and France was once buffered with financial flexibility. It was possible to make decisions after the move and any inefficiencies were usually manageble.  In 2026, that window has narrowed....