#Success in #Succession – Part II – Retiring in style

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 […]

More

#Success in #Succession – Part II – Safeguarding your family’s future

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 […]

More

#Success in #Succession – Part II – Life assurance – 1, Cross-border tax complexities – 0

  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