HELPLINE: 
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, succession planning, real estate, and access to investment products providing long-term passive income, its new all-in-one service will make it the ultimate financial service for expats.
Knowing how burdensome filling in France’s annual income tax form can be for clients, the company has announced that its standard management fees now cover the filling in and filing of the forms as a complementary service.
“We work with more than 350 clients and understand that for expats in France the tax return is a pain point that causes an abundance of stress every year,” said Daniel Butcher, founder of DTB Wealth Management. “As part of our mission to make financial life easier for expats in France, we’ve decided to offer our ‘all-in-one’ service to clients who have a policy with us at no extra cost.”
“We are experts at navigating the world of finance in France as well as all the legal quirks and hurdles of French administration.”
Regulated by the Autorité des Marchés Financiers (AMF) for financial services and as a long-time partner of the VIA Network, a “Conseil en Gestion de Patrimoine” (CGP) – a “profession libérale” exercised by notaires, chartered accountants, lawyers and real estate agents – DTB Wealth Management offers an all-encompassing financial advice service to expats.
Services include financial advice (such as assurance vie, equity saving plans and SCPIs); pension schemes, tax exemption analysis, income tax, succession planning, will management, mortgage brokerage, property sales and even mutuelles (top-up insurance).
“Our model is unique in the way that we have all the qualifications and licences to offer the broadest range of financial services – once onboarded our clients can simply take their pick,” said Daniel. “We are experts at navigating the world of finance in France as well as all the legal quirks and hurdles of French administration.”
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