HELPLINE: 01
Financial Advice
Getting the right financial advice in France is key for wealth accumulation and long-term financial success. While many French residents hold an Assurance Vie – because it’s one of the best ways to make investments in France – did you know there is one designed for expats in France that is also in English?
At DTB Wealth Management, our expertise means expats unlock the most relevant and lucrative financial advice in France. Our British founder, Daniel Butcher is trained in both UK and French financial law and was previously an inspector at global French insurance company AXA managing hundreds of expats and their unique financial positions.
We’re so much more than just an independent financial advisor. We hold the CJA (Code de justice administrative) in notarial, civil and family law, so we’re also lawyers. With UK and French financial market expertise and bilingual French advisors with a British background, we’re perfectly positioned to give expats the best investment advice possible. Working as part of the VIA Network, which has its own asset management company, reliable, secure investments come as standard.
If you’re an expat seeking smart, English-friendly financial advice in France, look no further. Whether you are a novice or an experienced investor, we fit in at any level to optimse your assets. Let us help you make the best financial decisions of your life with our unrivalled expertise.
We contacted Daniel for some financial advice before moving to France after seeing his advert on the French Entree website.
As we were not sufficiently fluent in French to understand the intricacies of an Assurance Vie, a bi-lingual insurer was a great benefit and Daniel helped us find the right product for our needs. Response to emails and telephone calls was prompt and all our paperwork arrived safely. We receive regular follow ups from Daniel who is always available to give advice by telephone or in person and we would recommend his services without hesitation.
I had the pleasure to get a presentation on this topic by Daniel. It was very helpful to see some examples from the past.
When a considerable amount of money is involved it’s important to work with someone who’s trustworthy. Daniel was able to gain my trust from the start. The procedure is lengthy and involves a lot of paperwork, but Daniel was always available to give some assistance and clarify issues where needed. I very much appreciated his reactivity and willingness to help out. Even after the transfer of the funds, I could always rely on Daniel for questions and answers. I can only recommend everyone who’s interested in a similar transfer to contacte Daniel and work with him and his office. Many Thanks.
02
General Matters
Assurance vie, securities, equity saving plans & asset management
03
Legal Procedures
Drafting wills and understanding matrimonial regimes.
04
Pension Planning
Repatriation of pensions to Qualifying Recognised Overseas Pension Scheme (QROPS) or International Self-invested Personal Pensions (ISIPPs) and succession planning.
05
Property & Mortgages
Asset development, leaseback, mortgage brokerage or property sales.
06
Tax Guidance
Tax exemption analysis, personal income tax, benefits and property wealth tax.
Latest News
How to work your pension around the new 25% QROPS charge
If you’re in shock from the UK budget and the 25% tax on QROPS transfers, rest assured there are still solutions to your pension problems In the wake of the new UK budget, many British expats in France are concerned by how the sudden 25% tax on transfers to...
QROPS Transfers: Navigating the New 25% Tax Charge
When transferring a UK pension to a QROPS, bear in mind the tax implications of Britain’s new overseas transfer allowance (OTA), says financial adviser Daniel Butcher. UK pension holders in France should be mindful of the overseas transfer allowance (OTA), which was...
Is Your Assurance Vie at Risk? Three Tax Changes to Watch
Expats holding French assurance vie policies should consider shifting their assets before looming government tax hikes take effect, warns finance expert Daniel Butcher Significant tax increases on assurance vie policies could arise if the government’s latest proposals...