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Insurance Policies, Spanish income tax

The aim of this article is to provide a brief overview of how income tax applies to the different insurance policies under Spanish tax law.
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European inheritance gift and wealth tax

Inheritance, gift and wealth taxes and which jurisdictions in Europe they apply to. Please be aware there may be regional differences within the jurisdiction on how the tax is levied, if at all, and the exemptions that are available.
Campervan couple

Vive la trusts

This article provides a summary of the rules on the taxation of trusts in France. The changes were enacted into law in July 2011 with the aim of preventing tax avoidance through the use of trusts.
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Tax information for Sweden

The following article provides an overview of the taxation of a life assurance policy in Sweden which are owned by a Swedish resident.
Cyprus: EU succession law

Cyprus: EU succession law

Where an individual owns assets in more than one country at the time of their death, complex rules can apply to their estate.
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New EU succession laws

Those advising UK expats need to consider the implications of Brussels IV when advising their clients.  Taking steps now may ensure that individuals avoid the possibility of Brussels IV impacting their succession plans.

Tax information for Spain

This article is intended for use by financial advisers who provide advice to clients who are habitually resident in Spain. This only applies to the Spanish Collective Investment Bond insurance product issued by Old Mutual International Ireland Limited.
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EU Matrimonial property regimes

Matrimonial property regimes, conflicts between common law and civil law jurisdictions relating to matrimonial property, and current European Union guidance on conflicts of law in this respect.
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EU consumer protection with IMD2

The aim of this article is to provide an overview of the latest proposed amendments to the Insurance Mediation Directive which were adopted by the EU commission on 3 July 2012.

Tax information for Italy

This article provides information on the taxation of life policies in Italy.

Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.