HELPLINE: News Articles
DTB WEALTH MANAGEMENT
News Articles
BREXIT MATTERS | Visas & Residency. A REAL BREXIT Topic
Before Brexit you can apply for a European carte de séjour at your local prefecture under the current system, although this is optional. If you have applied and your residency application has been refused, or you think it has been handled incorrectly by your...
Towards a reform of France’s inheritance and gift taxation?
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...
A GUIDE TO THE FRENCH INCOME TAX CALENDAR
Your Essential Guide to the French Income Tax Calendar If there’s one topic you can rely on to provoke a heated debate among residents of France, it is taxes. You could even go as far as calling it France’s national sport, given the constant search by the whole...
HOW DOES FRANCE TAX MY UK PERSONAL PENSION PLAN ?
Tax and social charges applied on Lifelong annuities in French : “rentes Viageres à Titres Onéreux in France Life annuities come from the conversion of a savings product, such as a life insurance contract, a French PERCO or foreign Personal Pensions Schemes. Tax...
BUY TO LET IN FRANCE, TAX IMPLICTAIONS ?
BUY TO LET IN FRANCE, TAX IMPLICTAIONS ? Study carried out for: RON and ANNE KELLY By DTB Wealth Management associate partner of VIA Upon request of FRENCH ENTRÉE Hypothesis 1: The couple is domiciled in France. (for information purposes only) Regime Micro Foncier...
ASSURANCE VIE NEW GENERATION IS BECOMING MORE REAL ESTATE ORIENTATED
French “ASSURANCE VIE” French Assurance Vies are uncontestably the solution for expats seeking to invest a lump sum or make regular payments. The reason they are so successful is due to the multiple advantages they offer both residents and non-residents. The tax...
Pensions & Brexit
PART 2: WHATEVER THE CASE MAY BE, WHAT OVERALL CONSEQUENCES WOULD BREXIT HAVE ON EXPATS AND FOREIGNERS PENSIONS ? UK state pension benefits are set by the UK Government. Generally speaking, if you’ve always lived and worked in the UK, your state pension shouldn’t be...
How to transfer your QROPS into Assurance Vie
PART 1 : PENSION PLANNING ONCE ONE IS FRENCH TAX RESIDENT. When moving to a foreign country, one of the things one must consider is “pension planning”. In France, for years retirees relied solely on the state pension system called “systéme de retraite par reversion”,...
WHY CHOOSE LUXEMBOURG ASSURANCE VIE ?
Luxembourg “ASSURANCE VIE” Luxembourg Assurance vies is very popular among the expat and non-resident community, as they offer assets that correspond to their projects as an expat. From a financial point of view: • The subscriber can invest in different currencies,...
OPTIMIZING YOUR PENSIONS TAX
PART 1 : PENSION PLANNING ONCE ONE IS FRENCH TAX RESIDENT When moving to a foreign country, one of the things one must consider is “pension planning”. In France, for years retirees relied solely on the state pension system called “systéme de retraite par reversion”, a...
