Part II follows on from the first part of the study launched in 2016.
Following the fortunes of 4 wealthy families living in UK, Sweden, Spain and Portugal and with different family situations and aspirations for their futures, Part II looks into the multiple benefits of what life assurance can offer as both an effective wealth planning tool and a solution to achieve success in succession.
With unique features such as high levels of investor protection, flexibility in managing assets held within the policy, cross-border portability, certain tax advantages depending on the jurisdiction, OneLife’s real-life case studies provide illustrations on how it works in practice – and across borders.
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