#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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#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 […]
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#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 […]
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