• RAPATRIER VOTRE FONDS DE PENSIONS DU UK

HELPLINE: 
+33 (0)1 77 759 693

contact@dtbwealthmanagement.com

LET'S GET TO KNOW YOU BETTER

HELPLINE: +33 (0)1 77 759 693

contact@dtbwealthmanagement.com

LET'S GET TO KNOW YOU BETTER
  • Services
    • Financial Advice
    • General Matters
    • Legal Procedures
    • Pension Planning
    • Property & Mortgages
    • Tax Guidance
  • SCPI Investments
  • About
    • Meet the Team
    • Work Method & Fees
  • Press
    • Articles
    • Financial Literacy
    • Newsletters
  • Regulators
  • Exchanges
  • Recruitment
  • Start a Private Report
  • Contact
Q&A Corner – Flat tax could rise to 33% in 2025. What does this mean for my savings?

Q&A Corner – Flat tax could rise to 33% in 2025. What does this mean for my savings?

Dec 2, 2024

Q: Flat tax could rise to 33% in 2025. What does this mean for my savings? A: On 16 October 2024, France’s Finance Committee proposed raising the flat tax from 30% to 33%.  Introduced in 2018, the flat tax (Prélèvement forfaitaire unique) combines...
Top Financial Advice Firm in France Will Fill in Your Tax Return for Free

Top Financial Advice Firm in France Will Fill in Your Tax Return for Free

May 26, 2024

A new all-in-one service from DTB Wealth Management makes financial life easier for expats in France DTB Wealth Management is renowned for being a one-stop shop for financial advice and investment guidance in France. With a unique playbook spanning cross border tax,...
Make sure the Financial Adviser you meet or contacts you is regulated! In France only CIF’s are regulated.

Make sure the Financial Adviser you meet or contacts you is regulated! In France only CIF’s are regulated.

Nov 24, 2023

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...
Why Assurance Vie is the best way for expats to avoid paying tax on large sums in France

Why Assurance Vie is the best way for expats to avoid paying tax on large sums in France

Feb 16, 2022

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...
Why combining an S1 form and an assurance vie policy is the Holy Grail of tax savings in France

Why combining an S1 form and an assurance vie policy is the Holy Grail of tax savings in France

Oct 8, 2021

Wealth management expert Daniel Butcher explains why an S1 form can unlock significant financial advantages for retiree expats in France Having both an S1 form and an assurance vie policy carries huge financial benefits for expats in France. The reason for this is...
« Older Entries
Next Entries »

Recent Posts

  • MARKET UPDATE – MARCH 2026
  • Product Spotlight: Managing Your Luxembourg Assurance Vie
  • Navigating Domicile Rules When Returning to France
  • Transferring a UK Pension to France
  • MARKET UPDATE – FEBRUARY 2026

Archives

Tag Cloud

Assurance Vie - Luxembourg Assurance Vie – France Capital Gains Tax Cross-border Legal Advice Cross-border Tax Advice Cross Border Tax Donations au derniers vivants Double Taxation Agreements Filing / Compliance Financial Advice France Financial Advice in France Foreign Account Reporting French Gift Tax French Marital Regimes French Repatriation (UK to FR) Full Pension Encashment General Matters Income Tax Inheritance Tax International Investment & Wealth Strategies International Investment Solutions International Pension Planning Investment Strategies Irish Life Policies ISIPP Legal & Estate Planning Life Insurance France Marital regimes Other French Financial Assets Other French Investments Portfolio Strategy & Asset Allocation Product Spotlight Q&A Corner QROPS SCPI – French Social Charges & S1 Status Succession Planning Tax and Succession Tax Planning UK Domicile Rules UK Investments & French Tax Wills / Succession
  • VIA International
  • News
  • GBP to EURO Currency
  • Regulators & Memberships
  • Follow
  • Follow
  • Follow
  • Follow
via logo

esgDTB WEALTH MANAGEMENT SARL immatriculée au R.C.S ALBI n° 839 728 094 – TVA intracommunautaire n°FR 10 839 728 094 – Société de courtage d’assurance enregistrée à l’ORIAS sous le n° 18 004 310 www.orias.fr . ANACOFI COURTAGE – Financial investment advisor referenced under number E008994 ANACOFI-CIF – Professional real estate transaction card without holding funds n° CPI 8101 2018 000 032 896 issued by the CCI of Tarn on 29/07/2024  – Member of ANACOFI-CIF www.anacofi.fr association approved by the Autorité des Marchés Financiers www.amf.fr  – Financial guarantees and insurance in accordance with Articles L 541-3 and L 341-5 of the Monetary and Financial Code and L 530-1 and L 530-2 of the Insurance Code : MMA IARD 160 Rue Henri Champion 72030 LE MANS CEDEX 9 police n° 114240090-Adhérent n° 029001 –  European Passport “Freedom to Provide Services” No. 18004310 for UK, All.., Gibr., Bel., Esp., Mal., Lux. 

  • © 2024 All rights reserved
  • Legals
  • Privacy Policy
  • Sitemap
  • Credits
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Cookie settingsACCEPT
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT