FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Europe

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Choice of law in Spain 

This article identifies when customers can apply for a joint ownership Spanish Collective Investment Bond and which choice of law is available. Please see flowchart on the link below which provides a useful summary.
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Annual Tax on Enveloped Dwellings (ATED) – An overview

This article provides an overview of ATED. ATED was introduced in the Finance Act 2013 as part of a package of measures to make it less attractive for high value property to be held indirectly through companies.
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Tax information for France

This article provides an overview of taxation in France for clients who have taken out an Old Mutual International Ireland Dac (‘OMII’) or Old Mutual International Isle of Man Limited (‘OMI IOM’) bond.
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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.
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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.

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