Bancassurance

Bancassurance products are widely used in wealth-planning strategies and, depending on your situation and the country in which you live or plan to move to, there may be a number of benefits a bancassurance structure can provide.

This includes:

  • tax optimisation in relation to wealth, income, capital gains, inheritance and gifts;
  • retirement planning;
  • succession planning;
  • specific life assurance cover.

We are currently offering bancassurance solutions for a number of markets, among which are:

  • Spain
  • France
  • Sweden
  • Norway
  • Finland