OneLife Luxembourg life assurance contracts for UK partners and clients

The United Kingdom (UK) ceased its membership of the European Union (EU) on 1st January 2021. Since no specific agreement for continuing the cross-border EU ‘Freedom to Provide Services’ in insurance matters has been signed, let’s take a look at the Brexit impacts on life assurance policies for partners and clients. We will make a distinction […]

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OneLife Investment Forum 2021

The 14th edition of the OneLife investment forum was a resounding success. For the first time in a long while, professionals from the finance sector came together at a single location on 9 and 10 June 2021 (in addition to a live streaming service). Enthusiasm and the simple pleasure of getting together pervaded the entire event! An opportunity to share numerous investment perspectives and insights on wealth planning. […]

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What’s new in 2021 French tax returns?

In application of article 1649 AA of the French Tax Code (“FTC”), taxpayers domiciled in France must declare, at the same time as their income tax return, the references and information concerning capital redemption bonds or investments of the same kind, including life assurance policies taken out with companies based outside France. On 18 February […]

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