Blog

Category

Exchange of Information:China committed to the Automatic Exchange Of Information (AEOI) and to the Common Reporting Standard (CRS); it aims at exchanging information as of September 2018. CRS is conceived to identify and exchange all stakeholders in all wealth planning structures and entities as of 1 January 2017. The only, potentially relevant, structures that are formally exempt...
Read More
Life insurance solutions are increasingly used by UHNWIs as a wealth planning structure for asset and investor protection, tax and estate planning, and/or as a private holding structure. The policyholder contributes the assets that he or she wants to protect as a one-off premium payment, in cash or in kind, to a bespoke investment fund created...
Read More
1 2 3