Tax-efficient planning for British expats with S1 status The situation. James*, a 68-year-old British expat, lives permanently in France and holds an S1 form, exempting him from French social charges on pension income. With a significant UK pension, he...
Timing is everything and the cost of doing nothing may be high if those with certain UK assets don’t act before the Budget, says Daniel Butcher, founder of DTB Wealth Management The UK’s next Budget is expected to land on 26 November 2025 and it may reshape how...
Why you shouldn’t leave success strategies to chance The situation. Mr Robinson* is a French national, entrepreneur and global citizen. He has lived and worked in Australia, America, Canada and the UK, where he built up a £1,000,000 SIPP while running a business....
Brits in France relying on “professio juris” risk tax surprises – here’s how to plan better. Many British people in France still believe they can use “professio juris” – the right to apply English law to their estate – to avoid France’s forced heirship rules. However,...
If you are moving your UK pension to France, these are the smartest ways to minimise tax and risk during the process, says Daniel Butcher, founder of DTB Wealth Management. DTB Wealth Management recently helped a client to transfer his pension from the UK to an ISIPP...
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