Why investors are flocking to ETFs The situation. Exchange-Traded Funds (ETFs) are becoming a go-to choice for individual and institutional investors. Tax efficient and flexible, they exist for almost every asset class, from equities and bonds to real estate, and...
A flexible assurance vie with a 20% edge The situation. French residents using discretionary portfolio managers often lose 20% of their fees to unrecoverable VAT. That’s €2,000 lost on a €10,000 management fee. APEX, from UTMOST Ireland, solves this...
Use Borrowed Capital to Grow Your Property Portfolio Over Time The lowdown. SCPI credit leveraging is a strategic way to invest in French real estate through Société Civile de Placement Immobilier (SCPI) using a mortgage or personal loan to fund the...
DTB Wealth Management’s new online will and legal document drafting service The lowdown. This estate planning service offers bespoke solutions for your specific needs, backed by the CJA (Compétence Juridique Appropriée) accreditation. It covers: ...
An assurance vie offering UK to France advantages like no other. Golden ticket. This is the only assurance vie that can be opened from the UK with compliance in the UK and France, so that UK residents can start the “tax clock” early. After...
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