October 11, 2018
Geert and Inge take a special interest in FinTech companies and would like to invest part of their savings to support the growth of these firms. Ideally, the investments would generate enough return for them to retire and leave a healthy inheritance for their children.
Their wealth manager advised them to take out a Luxembourg life assurance contract and to use a Securitisation vehicle to efficiently structure their investments. This gives them full control to customise the solution to their needs and also the possibility to multiply invested assets while segregating risk. Throughout the contract, Geert and Inge would not only be tax compliant in all the relevant jurisdictions but their children would also benefit from a tax efficient wealth transfer.
Choosing Securitisation as an option brings the possibility of highly-tailored investments combined with a wide range of yield, risk and maturity permutations. The Luxembourg regulatory framework offers a flexible and diverse approach to the structuring of these vehicles which means that the investor can target distinct transactions whilst segregating risks on the assets. What might seem complex at the outset can be made simple.
Interested in finding out what the solution for the Van Dewael family is? Download our e-book = > here!
