Home / Newsroom / Branch 23 unit-linked life assurance and non-trading partnership under common law combined

By combining a Luxembourgish branch 23 unit-linked life assurance contract with a non-trading partnership under common law and a gift, it is possible to work out a tax efficient estate planning. The combination can result in capital growth and savings on inheritance tax. At the same time, this kind of wealth planning will allow the donor to maintain control over the given assets and to have a guarantee of maintaining his standard of living via an income (annuity charge or periodic payment obligation). 

 
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