What to expect: Continued Excellence: Our commitment to delivering exceptional service remains steadfast. The same dedicated team will continue to support you under the new name, Firstance. Enhanced Resources: By integrating with Firstance, we will have access to enhanced resources, cutting-edge technology, and expanded expertise across Europe’s private insurance sector. Seamless Transition: All existing contracts, agreements, and points...Read More

FIRSTANCE COMPLETES THE ACQUISITION OF GATSBY & WHITE, CREATING THE LEADING EUROPEAN INTERMEDIATION PLATFORM IN THE PRIVATE INSURANCE MARKET Milan and Luxembourg, May 14th, 2024: Firstance completes the acquisition of Gatsby & White S.A. and Gatsby & White Agency S.A. (collectively, “Gatsby & White”). Through this transaction, duly authorized by competent regulatory authorities, Firstance and...Read More

Monaco Life Insurance Day 2024: A Resounding Success Gatsby & White Monaco proudly welcomed industry leaders and professionals to the second Monaco Life Insurance Day on April 18, held at the Fairmont in Monte Carlo. The event proved yet again to be an invaluable platform for insight into the world of life insurance solutions tailored...Read More

“Navigating Regulatory Waters with Integrity and Innovation”. In the heart of Monaco’s thriving financial district, a distinguished player is transforming the landscape of wealth protection. Gatsby & White, an independent, privately-owned European life insurance intermediation platform, is redefining the role of life insurance brokers in the principality. Their commitment to delivering customized life insurance solutions...Read More

Firstance and CNP Vita Assicura: new open finance ecosystem for digital distribution of insurance investment products kicks off Milan, January 9, 2024 – Underwriting an insurance investment product in an extremely short time is now possible thanks to Firstance, an independent insurtech operating in the private insurance segment, with an open finance perspective: thanks to...Read More

European life insurance has been available in Switzerland for several decades now. For clients resident mainly in EU member states and depositing or having their assets managed in Switzerland in particular, life insurance has become a tool that is often unavoidable. As a means of tax planning, transferring assets and organising wealth management, the use...Read More

FIRSTANCE AND GATSBY & WHITE JOIN FORCES TO CREATE THE LEADING PAN-EUROPEAN PRIVATE INSURANCE INTERMEDIATION PLATFORM Milan and Luxembourg, 19th December 2023. Firstance and Gatsby & White announce the signing of a binding agreement providing for the acquisition by Firstance of 100% of the outstanding shares of Gatsby & White S.A. and Gatsby & White Agency S.A....Read More

Skattemässigt hemvist bedöms i princip primärt av lokal lagstiftning. För individer som flyttar eller investerar utomlands kan dock diverse gränsöverskridande element uppkomma där olika länder tillämpar olika beskattningsprinciper som i sin tur kan leda till internationell dubbelbeskattning. Frågan om dubbel bosättning uppkommer när man flyttar utomlands men fortfarande betraktas ha en väsentlig anknytning till Sverige....Read More

Antti Kunnas, Head of Nordics at Gatsby & White Agency, Finland’s sole independent multi-agency platform catering to private banks, asset managers, and family offices, emphasizes that despite the tightening regulatory landscape for insurance-based wealth planning, the deliberately chosen independent framework and distinctive service model are poised to amplify business engagement from partners seeking Gatsby &...Read More

Allmänt om skatt i Frankrike Frankrike tillämpar progressiv beskattning med högsta marginalskatt uppgående till 45 %. Man betalar även sociala avgifter som är avdragsgilla enligt vissa regler. Låt dock inte de till synes höga marginalskatterna avskräcka dig då det franska skattesystemet bygger på principen om sambeskattning och att man betalar skatt efter antalet andelar som...Read More