November 4, 2018
Life assurance offers a gateway to a host of interesting investment opportunities through its exposure to a broad range of traditional and non-traditional assets.
Take the Leroux family. They would like to move from Northern Europe to a sunnier destination in either the Caribbean or the south of Europe. In addition, André Leroux recently sold his stake in a successful FinTech company and now wants to invest part of the proceeds in high-risk high-yield assets such as reputed Private Equity Funds. Mr Leroux was recommended to Private Equity investment as a way of diversifying his portfolio.
By taking out a unit-linked life assurance policy, the Leroux family can maximise their wealth by blending their investment interests with their relocation priorities in a personalised, structured and tax efficient way.
Moving abroad is an exciting prospect – but can be daunting too. Moving cross border can bring with it complex situations when it comes to managing wealth and thinking of providing for the future. A life assurance contract from OneLife has the advantage of taking care of the complexity, giving the peace of mind that wealth is fully compliant no matter which tax jurisdiction you choose to live in. Combined with the possibility to invest in a wide range of traditional and non-traditional assets which diversify your portfolio and minimise your risk.
To dive deeper into the benefits of using a life assurance policy to structure non-traditional investments and cross-jurisdictional wealth, check out our => e-book and our Investments Checklist = > here!
