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Thu, 19 Sept

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Online event

CPD Session - The taxation of life insurance and capitalisation contracts in France, Italy, Luxembourg and the UK

Different jurisdictions aspects will be addressed.

CPD Session - The taxation of life insurance and capitalisation contracts in France, Italy, Luxembourg and the UK
CPD Session - The taxation of life insurance and capitalisation contracts in France, Italy, Luxembourg and the UK

Time & Location

19 Sept 2024, 17:00 – 18:30

Online event

About the event

EFPA Luxembourg organize the event:

The tax aspects of insurance products: several angles of approach

Thibault Furlan, Senior Wealth Planner at Sogelife S.A. will be our speaker. Different jurisdictions aspects will be addressed of which France, Italy, United Kingdom, Luxembourg

Details :

- Taxation in the event of life for a natural person within a life insurance policy or a capitalisation contract

- Taxation in the event of death for a natural person within a life insurance policy

- Taxation in the event of death for a natural person within a capitalisation contract

- Taxation for a legal entity within a capitalisation contract (in the absence of redemption and in the event of a redemption)

- The drafting of the beneficiary clause and its role in avoiding the possible risk of double taxation depending on the case

-Case study

For more information, you can reach EFPA Luxembourg at info@efpa.lu

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