Germany

Optimised long-term provision and succession solution

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Case Study

SOLUTIONS FOR GERMANY

Your advantages at a glance

Need for tax planning - more income through compound interest effect

No income taxes and no withholding tax (so-called "Abgeltungssteuer") during the term

Greatest possible investment freedom (funds, asset management mandates, etc.)

Passing on assets and inheritance planning - Targeted - planned

Additional options

Finding the best possible Private Placement Life Insurance solution together with you

You benefit from our many years of experience in the field of Private Placement Life Insurance. We offer you advice and brokerage of legally sound and tax-compliant insurance solutions. We analyse the international markets, recognise changes and can react to those at an early stage. This way we identify, together with you, the ideal solution.

ADDITIONAL OPTIONS

Gifting without or with reduced gift tax

Flexible succession planning in the event of changing life situations
Protection of assets against third parties (asset protection)
Protection of assets against liability claims (asset protection)

ACHIEVING GOALS

Benefit from EEA diversity

The European Economic Area (EEA) enables residents in Germany to choose from the wide range of solutions on the market. In Europe, topics such as wealth and succession planning are becoming increasingly important. As professional independent insurance broker, we provide access to legally sound and tax-compliant solutions.