#Success in #Succession – Part II – Life assurance – 1, Cross-border tax complexities – 0
July 5, 2018
According to our research, European high-net-worth individuals regard tax as the most important reason for having a wealth transfer plan. But with the rise in international mobility, understanding how to manage your assets whilst remaining tax compliant and efficient cross-borders is no easy task. After 45 years as a tax resident in France, raising […]
More
#Success in #Succession – Part II – Getting to grips with succession
June 29, 2018
Planning long-term when it comes to your wealth is fundamental, starting off with mapping out your personal financial ambitions to help determine the best products to manage your assets. Yet our research indicates that only 20% of European HNWIs believe a succession plan is extremely valuable. Take Manel Alvarez, a 50 year old engineer. Manel […]
More
Is it possible for a Brazilian resident to hold a foreign life insurance contract?
June 28, 2018
In the Luxembourg insurance industry, we always face the question whether it is possible or not, from a regulatory point of view, for a Brazilian resident to hold a foreign life insurance policy. Hence, we believe it is appropriate to objectively address this query and lay out the regulatory scenario and tax consequences in this […]
More