The Peruvian tax authorities, i.e. SUNAT, clarify the tax treatment of foreign life insurance products in Peru.
July 23, 2018
On 30 April 2018, SUNAT issued a report[1] in response to a question raised regarding the tax treatment in Peru of life insurance products issued by foreign insurers. The points affected by the consultation are those related to the tax treatment of (i) insurance compensation payable to the beneficiaries in the event of death of […]
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#Success in #Succession – Part II – Retiring in style
July 19, 2018
For Martin and Sophie Svensson, having a comfortable retirement was always a goal. They had accumulated enough wealth through decades of hard work and were ready to settle into Barcelona after relocating from Sweden. As this power couple is moving their tax residence to Spain, a life assurance policy which can offer tax efficiency between […]
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#Success in #Succession – Part II – Safeguarding your family’s future
July 12, 2018
Many high-net-worth individuals (HNWI) are concerned about protecting and prolonging their wealth for their loved ones. Our research conveys that 68% of European HNWIs view life assurance as means of safeguarding financial security for their family. Our case study illustrates how life assurance is not only a tax efficient investment tool, but also an effective […]
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