SOLUTIONS FOR ITALY
Your advantages at a glance
No income taxes during the term
In case of death - no inheritance tax
Greatest possible investment freedom (funds, asset management mandates, etc.)
Passing on assets and inheritance planning - Targeted - planned
Portability of the insurance solution, e.g. when moving abroad
Finding the best possible Private Placement Life Insurance solution together with you
You benefit from our many years of experience in the field of Private Placement Life Insurance. We offer you advice and brokerage of legally sound and tax-compliant insurance solutions. We analyse the international markets, recognise changes and can react to those at an early stage. This way we identify, together with you, the ideal solution.
Inheritance tax advantages
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Payouts from life insurance policies are completely exempt from inheritance tax
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Flexible succession planning in the event of changing life situations
ACHIEVING GOALS
Benefit from EEA diversity
The European Economic Area (EEA) enables residents in Italy to choose from the wide range of solutions on the market. In Europe, topics such as wealth and succession planning are becoming increasingly important. As professional independent insurance broker, we provide access to legally sound and tax-compliant solutions.
GENERATING PROFIT
Our team
Jürgen Fuchs
Managing Director
Daniela Imhof
Senior Client Adviser
Gabriele Manca
Senior Client Adviser
Katharina Schuler
Assistant to the Management
Loris Fumaneri
Business Operations Manager
Tamara Lopez
Business Operations
