Today’s case study combines secure wealth growth with liquidity preservation. The situation. Craig* and his wife are French tax residents with €790,000 in savings across a local bank account, Livret A (€22,000 each) and a Livret Bleu (€10,000). Planning a...
Expats holding French assurance vie policies should consider shifting their assets before looming government tax hikes take effect, warns finance expert Daniel Butcher. Significant tax increases on assurance vie policies could arise if the government’s latest...
Accessible and hassle free with a 6-8% return, SCPIs are excellent investment vehicles for all expats in France, says financial adviser Daniel Butcher Although the average investment in an SCPI is €50,000, most people will be surprised to discover that lump sums...
Which Assurance Vie brings the best security and protection? Wealth specialist Daniel Butcher reveals all For expats with assets, Assurance Vie schemes (insurance-based investments) are ideal for reducing tax burdens, succession planning and creating capital growth....
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...
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