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...
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...
Expats seeking a regular income from capital should investigate SCPI options with DTB Wealth Management – these secure investment options can’t be beaten by any other income-generating solution. Expats in France seeking secure investments might find that French...
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...
Wealth management expert Daniel Butcher explains why a Luxembourg-based “assurance vie” bond is the best investment option for expats looking to grow lump sums or create income. When Daniel Butcher’s British expat client came to him with €200,000 to invest, he advised...
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