Dunhill Financial
Dunhill Financial
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North American Expats in France Quarterly Financial Forum — 3rd quarter 2024
Topic: Why you don’t want to give up your citizenship.
Join us for just one hour during which the team at Dunhill Financial and the Adrian Leeds Group pinpoint topics that specifically concern North American expatriates living in France. We’ll be discussing real estate and tax issues for North Americans wanting to move to France, or who are already living here.
Our speakers include Brian Dunhill of Dunhill Financial, Daniel Tostado, immigration specialist, and Adrian Leeds of the Adrian Leeds Group “French Property the American Way” and each quarter, we will discuss a different topic and offer you a guest speaker.
Brian Dunhill is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates. Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Working as an analyst, in compliance, and as a Financial Advisor has given him the full perspective on the operations of a financial firm.
Daniel Tostado is a French attorney (avocat à la cour) and US attorney-at-law (New York) who runs a law firm in Paris for French-inbound immigration. Daniel handles French visas, residency permits, and naturalization applications. He offers both consultations or full-on assistance depending on the needs of each applicant.
Adrian Leeds is a French property expert and consultant who speaks at conferences and seminars in both the U.S. and France on a variety of related topics about living and investing in France. Her site, adrianleeds.com, provides a wealth of information for Francophiles and a full range of services related to purchasing or renting property in France. She is the author and publisher of several weekly “Nouvellettres®” providing information on France since 1998.
Переглядів: 578

Відео

Our Political Landscape: What Does it Mean?
Переглядів 1022 місяці тому
Hear from Josh and the Dunhill team about our latest insights and perspectives regarding the current U.S. and international political landscape. For the full presentation, check out our Q2 2024 Webinar also available on our channel. Find out more and get in touch with us at: www.dunhillfinancial.com/ www.df-direct.com/ LinkedIn: www.linkedin.com/company/dunhill-financial-llc Twitter: twitter.co...
Social Security Statement: What's The Best Way to Find It?
Переглядів 2382 місяці тому
In this video Isa covers the best, and easiest way in which to access your Social Security Statement. Find out more and get in touch with us at: www.dunhillfinancial.com/ www.df-direct.com/ LinkedIn: www.linkedin.com/company/dunhill-financial-llc Twitter: DunhillFin Facebook: AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PR...
Economic Update Q2 2024
Переглядів 1062 місяці тому
Join us for an hour in which we discuss recent economic trends and developments on how we see the economy and markets evolving in the coming months, and how this affects our strategy going forward. Find out more and get in touch with us at: www.dunhillfinancial.com/ www.df-direct.com/ LinkedIn: www.linkedin.com/company/dunhill-financial-llc Twitter: DunhillFin Facebook: facebook.com...
Introducing DF-Direct Webinar
Переглядів 5293 місяці тому
This video covers the basics of our new DF-Direct offering, a low-cost robo-advisory service for US expats. It's ideal for both first time and seasoned investors, allowing for personalized portfolios and no minimum investment. Brian Dunhill is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates. Past positions have led him to work in many ...
Expats in France Q2 2024 Financial Forum
Переглядів 2323 місяці тому
Topic: How to turn your property into rental income Join us for just one hour during which the team at Dunhill Financial and the Adrian Leeds Group pinpoint topics that specifically concern North American expatriates living in France. We’ll be discussing real estate and tax issues for North Americans wanting to move to France, or who are already living here. Our speakers include Brian Dunhill o...
Introducing DF-Direct Webinar
Переглядів 1163 місяці тому
This video covers the basics of our new DF-Direct offering, a low-cost robo-advisory service for US expats. It's ideal for both first time and seasoned investors, allowing for personalized portfolios and no minimum investment. Brian Dunhill is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates. Past positions have led him to work in many ...
Economic Update Q1 2024
Переглядів 3,2 тис.4 місяці тому
Join us for an hour in which we discuss recent economic trends and developments on how we see the economy and markets evolving in the coming months, and how this affects our strategy going forward. Find out more and get in touch with us at: www.dunhillfinancial.com/ LinkedIn: www.linkedin.com/company/dunhill-financial-llc Twitter: DunhillFin Facebook: AmericanExpatFinan...
Moving to France as a US Expat Tax Edition
Переглядів 4 тис.6 місяців тому
Jonathan started Hadida Tax Advisors in 2021 with the goal of providing top-quality service to expats in and around France. A lawyer by trade and an accountant at heart, Jonathan holds a Masters’ Degree in International Business Law from McGill University, a J.D. from Osgoode Hall Law School (common law degree) and an LL.B. (civil law degree) from Université de Montreal. Jonathan is an attorney...
Economic Update Q4 2023 & Year Ahead Outlook
Переглядів 8638 місяців тому
Join us for an hour in which we discuss recent economic trends and developments on how we see the economy and markets evolving in the coming months, and how this affects our strategy going forward. Find out more and get in touch with us at: www.dunhillfinancial.com/ LinkedIn: www.linkedin.com/company/dunhill-financial-llc Twitter: DunhillFin Facebook: AmericanExpatFinan...
Expats in France - Relocation & Immigration for American
Переглядів 4,3 тис.10 місяців тому
Daniel Tostado is a French attorney (avocat à la cour) and US attorney-at-law (New York) who runs a law firm in Paris for French-inbound immigration. Daniel handles French visas, residency permits, and naturalization applications. He offers both consultations or full-on assistance depending on the needs of each applicant. Adrian Leeds speaks at conferences and seminars in both the U.S. and Fran...
Estate Planning & Year end Top Tips for Americans in the UK
Переглядів 88410 місяців тому
Are you an American expat looking to navigate the complexities of US estate planning with UK inheritance tax planning? This interactive online session is specifically tailored for Americans living in the UK to provide valuable insights and expert commentary and will include some year-end “Top Tips”. Brian Dunhill Founder at Dunhill Financial Brian is a Financial Planner with a core emphasis on ...
Economic Update Q3 2023
Переглядів 176Рік тому
Join us for an hour in which we discuss recent economic trends and developments on how we see the economy and markets evolving in the coming months, and how this affects our strategy going forward. Find out more and get in touch with us at: www.dunhillfinancial.com/ LinkedIn: www.linkedin.com/company/dunhill-financial-llc Twitter: DunhillFin Facebook: AmericanExpatFinan...
American Expats in France - How to get a Mortgage in France Quarterly Financial Forum - Q3 2023
Переглядів 860Рік тому
Simon Conn, Overseas Finance Specialist With clients around the world, Simon is among the leading overseas mortgage advisors globally, having been helping overseas residents obtain finance to buy real estate for over 35 years. Simon has appeared in numerous media, including The Wall Street Journal and BBC radio, and he also provides consumer guidance to industry publications such as Mortgage St...
Retirement for US Expats
Переглядів 380Рік тому
Your idea of retirement is probably much different from that of your parents. Your saving strategy should be too. By starting now and taking an active role in planning, you can positively impact your future. Looking to go direct and do it yourself? Check out our low cost robo-advisor. www.df-direct.com/ Find out more and get in touch with us at: www.dunhillfinancial.com/ LinkedIn: www.linkedin....
Economic Update Q2 2023
Переглядів 178Рік тому
Economic Update Q2 2023
The New Digital SAT for Expat Parents and How to Prepare For It
Переглядів 98Рік тому
The New Digital SAT for Expat Parents and How to Prepare For It
Expats in France Quarterly Financial Forum - Q2 2023 - Inflation and The Cost of Living
Переглядів 613Рік тому
Expats in France Quarterly Financial Forum - Q2 2023 - Inflation and The Cost of Living
Expats in the US: Considerations When Buying US Real Estate
Переглядів 133Рік тому
Expats in the US: Considerations When Buying US Real Estate
Financial Planning Priorities for Americans in Germany or the Netherlands in 2023
Переглядів 199Рік тому
Financial Planning Priorities for Americans in Germany or the Netherlands in 2023
What are 2023 Financial Planning Priorities for American Expats and other US Taxpayers in the UK?
Переглядів 198Рік тому
What are 2023 Financial Planning Priorities for American Expats and other US Taxpayers in the UK?
Economic Update Q1 2023
Переглядів 177Рік тому
Economic Update Q1 2023
Expats in France Quarterly Financial Forum - Q1 2023 - US Tax Filing Update and Strategies
Переглядів 7 тис.Рік тому
Expats in France Quarterly Financial Forum - Q1 2023 - US Tax Filing Update and Strategies
US Tax Filing for Americans in Germany and the Netherlands in 2023
Переглядів 752Рік тому
US Tax Filing for Americans in Germany and the Netherlands in 2023
Expats in America - US Tax Filing Pitfalls and Solutions in 2023
Переглядів 146Рік тому
Expats in America - US Tax Filing Pitfalls and Solutions in 2023
Economic Update Q4 2022
Переглядів 166Рік тому
Economic Update Q4 2022
US Tax Filing Update and Strategies for Americans Living in the UK in 2023
Переглядів 813Рік тому
US Tax Filing Update and Strategies for Americans Living in the UK in 2023
How To Get a Mortgage and Buy Real Estate as an American Expat in the UK
Переглядів 234Рік тому
How To Get a Mortgage and Buy Real Estate as an American Expat in the UK
North American Expats in France Quarterly Financial Forum - November 2022
Переглядів 481Рік тому
North American Expats in France Quarterly Financial Forum - November 2022
Expats in America - Financial Planning Pitfalls and Solutions
Переглядів 172Рік тому
Expats in America - Financial Planning Pitfalls and Solutions

КОМЕНТАРІ

  • @santajusta4821
    @santajusta4821 9 днів тому

    Incredible. I believe in investing and working because I love luxury . when a buddy of mine recommended me to a financial advisor. We spoke about investments and money. I began investing with $120,000, and after two months, the value of my portfolio was $314,800. You think this is crazy, but I choose to reinvest my profit and become more intriguing. We have been working together for more than 10 years, consistently turning a profit. a year ago, opened my first restaurant and bought myself a brand new car last week.

  • @Itsasmallworld-g8y
    @Itsasmallworld-g8y 12 днів тому

    Daniel is young, wnd Im wuite aware that the French like to discuss with everything, but please, don't mix politics and sales, it's really quite offensive especially if you're trying to obtain clients, you're not the only service out there.

  • @TheClaudio7078
    @TheClaudio7078 14 днів тому

    The Same tax treaty applies for Canadians and Usa on pensions and interest income?

  • @lindad6223
    @lindad6223 16 днів тому

    my us premium is 150/mo. my co pay for standard checkups is 0. My brother's premium is 0, fully offset by credits. "The US is the MOST expensive" is not necessarily true. Still moving to France. 😁

  • @patienceisalpha
    @patienceisalpha 16 днів тому

    7:15 inaccurate numbers. Don't draw conclusion from these.

  • @Canetracker92
    @Canetracker92 27 днів тому

    Too all over the place.

  • @ReubenEldad
    @ReubenEldad Місяць тому

    Hello my dear friend I saw your comment on UA-cam

    • @ReubenEldad
      @ReubenEldad Місяць тому

      Your Google account was suspended don't panic anymore.mine was suspended 3days ago and I tried contacting customer service for help but didn't work so eventually I got mine fixed and recovered by SMARTETHICS now my business account is activated and working perfectly

    • @ReubenEldad
      @ReubenEldad Місяць тому

      Why I decided to massage you here I discovered bot comments on UA-cam

    • @ReubenEldad
      @ReubenEldad Місяць тому

      one Love bro SMARTETHICS has 24k followers

  • @TheClaudio7078
    @TheClaudio7078 Місяць тому

    Paying state tax when not living in that state @%@&#*#*

  • @devinfield4527
    @devinfield4527 Місяць тому

    With potential changes to the UK taxing worldwide income, I believe we will need more updating to this material

  • @yingfeng6628
    @yingfeng6628 2 місяці тому

    Great video, thanks for posting the recording. One thing I’d just like to note for other viewers is that the value of Roth IRAs (but not traditional IRA) are in fact subject to NL box 3 taxes yearly.

  • @riak3523
    @riak3523 2 місяці тому

    We can't hear Mr Singh

  • @ednan9
    @ednan9 3 місяці тому

    If you’re employed in the UK & you do backdoor Roth in the US. I know that you pay Income Tax in the US on that backdoor conversion but will you also have to pay tax in the UK? Thx

  • @LamplighterScott
    @LamplighterScott 3 місяці тому

    Perhaps the French penchant for universal healthcare is that they logically deducted long ago that the invisible hand of market capitalism needs price transparency and tort control, and that health services don't lend themselves well to that and therefore needs to be provided under bureaucratic control. Seems like there are a bunch of countries around the world doing this very successfully without thinking about it as "socialistic" and all the negative connotations associated with that.

  • @TheClaudio7078
    @TheClaudio7078 3 місяці тому

    Any tax videos put there for canadian retirees?. Also in Canada we have federal income tax and provincial income tax

  • @laurap6461
    @laurap6461 3 місяці тому

    Could you supply Ruben’s email address? It is incorrect in the transcript.

    • @DunhillFinancial
      @DunhillFinancial 3 місяці тому

      Hi Laura, of course, it's reuben@df-direct.com.

  • @Kelly-di9sc
    @Kelly-di9sc 3 місяці тому

    Very useful and frankly if one has significant US IRAs that one wishes to ensure pass to the next generation, France will confiscate your assets. So unfortunately we just got a reason to not stay long term. We’ll just enjoy while we are here.

    • @Kelly-di9sc
      @Kelly-di9sc 3 місяці тому

      It is stunning how uncompetitive and unfair this is. Everything I have was generated through 40 years of work and savings. There is no chance France will get its hands on it. I know one can’t live their life based on taxes but this is my kids’ lives. Au revoir France, this is bullshit.

  • @stayfocused1041
    @stayfocused1041 4 місяці тому

    So, if I understand correctly, it is possible to live in France full time and have a company in the US? I am French living in the US for 35 years, my husband is American. We both have social security, also my husband has a trading company. So, would it be possible to purchase a property and live in France full time, and for him to trade on US platforms? I guess in this situation, we would pay US taxes only?

  • @daviddubois7560
    @daviddubois7560 5 місяців тому

    Daniel speaks way too fast to understand.

  • @miggroup5557
    @miggroup5557 5 місяців тому

    Getting a Mortgage in France ??!

  • @edclark6543
    @edclark6543 6 місяців тому

    Very thorough.

  • @DeanRamser
    @DeanRamser 6 місяців тому

    Bonjour! Excellent video. Very informative. Thank you! We are retired American educators with modest social security and pension payments (45k), and very modest rental income(16k). We had been looking at Spain, France, and Italy because of their healthcare systems. But, Spain and Italy would tax us more than France, and France has better healthcare. Is my perception correct? 60k per year is taxed less in France than in Spain, correct? Thank you. Merci! Dean & Cindy

  • @DeanRamser
    @DeanRamser 6 місяців тому

    Bonjour! Excellent video. Very informative. Thank you! We are retired American educators with modest social security and pension payments (45k), and very modest rental income(16k). We had been looking at Spain, France, and Italy because of their healthcare systems. But, Spain and Italy would tax us more than France, and France has better healthcare. Is my perception correct? 60k per year is taxed less in France than in Spain, correct? Thank you. Merci! Dean & Cindy

  • @JimmySmith-du7xz
    @JimmySmith-du7xz 6 місяців тому

    Very informative! Appreciate all the "free" help you're providing to people like me - still sitting on the fence but leaning forward heavily... :D

  • @michaelpmcgill
    @michaelpmcgill 6 місяців тому

    The sound on Christine is so hard to hear and understand

  • @hugo3796
    @hugo3796 6 місяців тому

    Thanks guys!!

  • @fakerating
    @fakerating 6 місяців тому

    great info, thanks!

  • @zeitgeist888
    @zeitgeist888 6 місяців тому

    Does the trust issue still apply when a US parent has a trust and the adult children live in France are the heirs and all assets are US based (home, bank and investments)?

  • @nallissful
    @nallissful 6 місяців тому

    What about the contributions that you make to the German pension? I’ve heard that those are deductible in the USA

  • @nosleeplisa
    @nosleeplisa 6 місяців тому

    The audio on that lady sitting in the white room is so hard to understand. It’s digitizing and then the reverb. I had to scroll forward through it. Seems like good info, pity only about 2/3 of it was intelligible.

  • @rtj6874
    @rtj6874 7 місяців тому

    I was thinking of Portugal to retire too but France might be the way to go as they recognize Roth's. I'd need to do something about Estate stuff though.

  • @rtj6874
    @rtj6874 7 місяців тому

    But I want to know that if you call in the next 5 minutes, do we get a set of ginzu knives!?

  • @ItsaJuraff
    @ItsaJuraff 7 місяців тому

    This was all really helpful information. Thank you for uploading it publicly!

  • @JG-jb2vo
    @JG-jb2vo 8 місяців тому

    Very informative talk. Thank you!

  • @trschinschin
    @trschinschin 8 місяців тому

    This is a pretty unhelpful video and it looks like there are very few follow up answers to many people’s good questions. The production level of the video is poor too. To be honest I feel like this reflects poorly on your company but thanks.

  • @andrewchan902
    @andrewchan902 8 місяців тому

    Five years ago I can't even find oversea filing videos! When I need to for the first time.

  • @andrewchan902
    @andrewchan902 8 місяців тому

    Just making it more and more complicated like the US medical system, would eventually lead to a rebellion and revolt. See why Trump is becoming popular is proof.

  • @andrewchan902
    @andrewchan902 8 місяців тому

    Unless you can take alipay or wechat pay or credit card from China, I don't know how to pay for the US tax filers. My brother and sisters say they help, but when it comes to action, they won't even let me use their credit cards for this purpose, and reimburse them later with my bank transfers from HK...many more examples...

  • @mr-vet
    @mr-vet 8 місяців тому

    Are us govt pensions, such as U.S. federal govt and military retirement, VA disability compensation for disabled veterans, social security? Between military retirement and VA disability, I bring in just over $100K/yr…when my wife retires from her federal career, she will receive over $50k/yr; then she will likely receive the max Soc sec retirement and I’ll be close behind.

  • @josephwoulfe2233
    @josephwoulfe2233 8 місяців тому

    vocals on the dark hair women is very eco like.

  • @fp2374
    @fp2374 9 місяців тому

    You have to read, understand fully your individual situation and Fatca/Fincen rules very bad only the US has them.

  • @SnakeMackerel
    @SnakeMackerel 9 місяців тому

    Excellent. Thank you!

  • @francer4149
    @francer4149 10 місяців тому

    There is a French online bank named Boursorama. From Société Générale. I use it 👍

  • @francer4149
    @francer4149 10 місяців тому

    Looks like you are mistaken about Marine le Pen…Americans are very welcome in France and in Nice.

  • @sunmand6136
    @sunmand6136 10 місяців тому

    @Dunhill Financial -So If I hear it right. The first 40K of CAPITAL GAINS (Or the first 80K if you are married) for an American retiree is Tax free even in France. Cause it is taxed or rather not taxed in the U,S. Correct?

  • @Liberty1111
    @Liberty1111 10 місяців тому

    Luv yr Shows! USA stole my kids to give them to abusive Mormon and holding me hostage 4 years now but I keep pleading to go back to France! What Visa should I apply for to stay here? 1 year visitor visa? (I plan is to buy a home in Cannes which I spent 2 years in awaiting extradition to evil US). So tired of abuse and injustice of AMerica! So stupid to accept extradition - should have stayed in France. PS what insurance do u recommend to buy to attach to visa application? Who to consult for Real Estate Shopping (prefer someone with experience w Credit Vendeur at 50% down) to prevent Luxury Tax . a bientôt si le juge me laisse enfin quitter les USA!

  • @HeartCoffeeTime
    @HeartCoffeeTime 10 місяців тому

    Was the inheritance forum ever recorded, as mentioned here ? I can't seem to find it on this channel.

  • @robs-journeys
    @robs-journeys 10 місяців тому

    How does one get into the live stream?

  • @fakerating
    @fakerating 10 місяців тому

    great information here, thanks!

  • @maisiepoot5574
    @maisiepoot5574 10 місяців тому

    Very useful information. Much food for thought!

  • @FredQuinn
    @FredQuinn 10 місяців тому

    I would like to know what PROHIBITS France from taxing US expats who reside in France on their US Rental income? ARTICLE 6 Income from Real Property Paragraph 1 provides that income of a resident of a Contracting State from real property situated in the other Contracting State may be taxed in the State in which the property is situated. The Article does not grant an exclusive taxing right to the situs State, but assigns it the primary right.