Wealth planning

Luxembourg life assurance is an excellent asset management tool that offers a personalised solution  fully tailored to clients’ needs. This legal framework allows the policyholder to entrust a sum of money to an insurer in order to make it profitable within the scope of a defined investment strategy, and to freely transfer the assets thus created to one or more beneficiaries determined by the policyholder. The beneficiary clause is particularly important for French tax residents. Let’s turn to the basic principles.

The dismembered beneficiary clause. 

To protect each other while planning to pass their wealth to their children ultimately, married couples often look at subscribing a joint-life policy with termination at second death.