What does portability really mean ? UK to France and Italy

Utmost Wealth Solutions

Unlisted
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May

11

8:30am

What does portability really mean ? UK to France and Italy

By Utmost Wealth Solutions

Unlisted
The UK is widely recognised as an attractive jurisdiction in respect of global migration and has an appealing non-domicile regime. As a result, private client planners in the UK often find themselves dealing with clients who may subsequently leave the UK.
International Life Assurance Policies are often described as portable but what does that really mean in practice?
Join Utmost's international legal and technical experts to hear about the complexities of international cross border planning and the benefits of getting the planning correct.
UK to France and Italy
In this session hosted by Marc Acheson, Global Wealth Specialist, Brendan Harper, Krystel Gillard and Nicoletta Basso from the Utmost International Legal and Technical team will explore:
  • What needs to be done to successfully achieve portability for transferring a UK life insurance product to France or Italy;
  • An overview of French and Italian income tax;
  • The taxation of French and Italian unit-linked life insurance products in their respective countries.
If you can’t attend on the day, you can still watch on demand later.

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