Lombard International Assurance S.A. announces the following on 11/09/2015 :
As part of our ongoing commitment to develop compliant wealth management solutions and in response to direct demand from partners and clients, we are pleased to announce the launch of the Insurance Wealth Preservation Plan.
Designed for Israeli tax residents, it offers clients specific benefits within a portable solution:
Simplification of reporting obligations;
Tax deferral of capital gains, dividends and interest until policy maturity; of particular relevance to those approaching the end of their 10-year tax exemption on non-Israeli income and capital gains for new & returning residents (“Aliyah program”);
Tax exemption on death benefits on the fixed risk component in specific circumstances;
Access to a wide range of underlying assets within the policy and diversification of investments via the Luxembourg investment rules;
Existing relationships retained – bank, investment manager, lawyer, tax adviser.
Please find more information on the Benefit Summary.
HPGB can guide you to all relevant authorised contacts to inform and assist you on this new solution. + 32 2 609 08 41