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,...
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...
Your succession planning could be impacted by new rules recently introduced in France, but with expert knowledge of all ‘legal tools’ and smart Assurance Vie solutions, DTB Wealth Management can help you avoid the pitfalls. A new law in France “La Loi n° 2021-1109 du...
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...
Published on the 12th of November 2019 by Daniel Butcher, estate planning attorney at DTB Wealth Management, associate Partner of VIA La Plateforme Patrimonial. Proposed law aims, in particular, to modify inheritance tax rates and the amounts of tax deductions to...
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