#Success in #Succession – Part II – Getting to grips with succession

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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Is it possible for a Brazilian resident to hold a foreign life insurance contract?

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 […]

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The British Expat and the offshore bond

In the wake of Brexit, there is a growing trend of British expats rushing to secure residency outside of Britain.  This, it seems, is not limited to the British pensioner retiring to sunnier climes.  Rather, under 55’s and millennials are opting for greater access to the continent; along with a better lifestyle, lower cost of […]

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