Portugal

Your advantages at a glance

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SOLUTIONS FOR PORTUGAL

Your advantages at a glance

Need for tax planning - more income through compound interest effect

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

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

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

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.

CAPITAL GAINS TAX

Decreasing capital gains tax with continuous term

Capital gains tax reduced to 11.2% after 8 years
Flexible succession planning in the event of changing life situations

ACHIEVING GOALS

Benefit from EEA diversity

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