SOLUTIONS FOR SWEDEN
Your advantages at a glance
Annual "yield tax" instead of income tax on effective investment income
No fund tax or income / capital gains tax
Administrative simplification in tax reporting
Greatest possible investment freedom
Portability of the insurance solution, e.g. when moving abroad
Finding the best possible Private Placement Life Insurance solution together with you
Together with you, we develop individual concepts that support you with your wealth and successtion planning and tax optimisation. You can rely on our many years of experience, in-depth expertise and comprehensive market overview of our specialists.
THE LAND WITH A THOUSAND COASTS
A succession plan over several generations
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Wealth transfer - targeted - planned
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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 Sweden 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.
PROFIT THROUGH PARTNERSHIP
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
