A flexible assurance vie policy for internationally mobile expats What it is. The Private Client Portfolio, or PCP, from Utmost Luxembourg is a whole of life, unit linked assurance vie solution designed for private and high net worth...
Specialist insurers built for international wealth planning What it is. Luxembourg’s “pure players” are insurers whose business is mostly focused on international assurance vie and Private Portfolio Bonds (PPBs). Their structures and investment...
A flexible savings wrapper with powerful estate-planning advantages What it is. The contrat de capitalisation is a long-term savings wrapper that mirrors the structure and tax treatment of an assurance vie, only the consequences in the event...
A hybrid assurance vie for internationally mobile investors. What it is. The UK Personal Portfolio Bond (PPB) is a single-premium policy designed for high-net-worth clients who live, or plan to live, across borders. Issued from Luxembourg, but...
A unique inheritance planning solution for expats in France. What it is. DTB Wealth Management offers tailored legal and tax guidance for Britons in France who want to safeguard their families and property from costly inheritance pitfalls. The...
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