Greece

Your advantages at a glance

Factsheet

SOLUTIONS FOR GREECE

Your advantages at a glance

Additional income due to compound interest effect

No income taxes during the term and in the event of death for the beneficiaries

Greatest possible investment freedom with asset management mandates

Passing on assets and inheritance planning - Targeted - planned

Portability of the insurance solution, e.g. when moving abroad

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

Together with you, we develop individual concepts that support you with your wealth and successtion planning and tax optimisation. You can rely on our many years of experience, in-depth expertise and comprehensive market overview of our specialists.

A SUCCESSION PLAN

Protection over several generations

Flexible succession planning in the event of changing life situations
Protection of assets in the event of death (does not become part of the deceased's estate)
Risk diversification through wealth structuring
Diversification (insurance vs. bank)

ACHIEVING GOALS

Benefit from EEA diversity

The European Economic Area (EEA) enables residents in Greece 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.