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Advisory service resolves Britons' financial problems in France

Partner article: From insurance to investments, Daniel Butcher from DTB Wealth Management explains some of the issues clients face in France

Hands on paperwork at table

‘Conseil en Gestion de Patrimoine’ is a specific profession in France covering legal, financial, social and real estate issues Pic: EM Karuna / Shutterstock

DTB Wealth Management and the VIA Group network joined forces to create the ultimate advisory service to British expatriates in France. International financial advisor Daniel Butcher explains:

“We belong to a specific profession in France called Conseil en Gestion de Patrimoine (CGP). 

“This means that we are highly qualified and regulated to provide analyses and solutions across financial, legal, social and real estate matters. 

“Our team includes notaires and consultants who have at least a master’s degree (or Bac +5) in family and notarial international law. 

“Because we are totally independent, we offer unbiased recommendations on a broad range of investment opportunities and we’ll give you full, hands-on support every step of the way. 

“We are experts at navigating the legal quirks and hurdles of French administration – particularly if you are transferring assets from the British system.

“We can help you repatriate your UK Pension schemes in the Eurozone and we specialise in QROPS solutions dedicated to French expats.

Each client needs bespoke solution

The consultancy is run by British expats who have lived most of their lives in France, with a completely bilingual team.

This combination of personal and cultural experience of France and the UK, combined with high-calibre CGP credentials, means they are uniquely positioned to provide you with the serious and carefully crafted solutions you need.

Resolving clients’ problems in France, no matter how complex, is what DTB Wealth Management and the VIA Group network excel at.

Financial Advice - Assurance vie, securities, equity saving plans & asset management.

Pension Planning - Repatriation of pensions to Qualifying Recognised Overseas Pension Scheme (QROPS) or International Self-invested Personal Pensions (ISIPPs) and succession planning.

Tax Guidance - Tax exemption analysis, personal income tax, benefits and property wealth tax.

Legal Procedures - Drafting wills and understanding matrimonial regimes.

Property & Mortgages - Asset development, leaseback, mortgage brokerage or property sales.

General Matters - Resident permits, mutuelle (top-up insurance) advice, house insurance.

Daniel concludes, “Whether you want to generate income, fund a passion project or pass your wealth on to the next generation, by working with us you can concentrate on your life in France, safe in the knowledge that our experts are focused on your individual matters. 

“We relish a challenge – no matter how big or small – and take pride in the timely and excellent results we achieve for our clients. And actually, we are able to assist portfolio clients with their tax return!”

Related articles

How to avoid inheritance disasters in France

Expats need a Conseil en Gestion de Patrimoine adviser

Recap: Brexit loophole lets French banks charge more for UK transfers

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