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News / Assurance Vie Update – Good News

Assurance Vie Update – Good News

26.11.13

Please note that this article is over six months old. While Blevins Franks takes care to make sure that information is accurate on the date of publication, some content may change over time. You should not rely on the accuracy of legislation and tax information in this article; take professional advice for your circumstances.

An early Christmas present from the French authorities. In spite of all the press speculation, Assurance Vie policies were left largely untouched in the official announcements made on 13th November.

An early Christmas present from the French authorities.

In spite of all the press speculation in recent weeks, Assurance Vie policies such as the ones that we offer at Blevins Franks were left largely untouched in the official announcements made on Wednesday 13th November.

This is excellent news both for existing holders and those considering taking out or topping up an Assurance Vie policy.

In the announcements on 13th November there were some minor changes signposted relating to Succession Tax and types of investment (such as social housing and small businesses). Largely the tax benefits of using Assurance Vie have been untouched. This is good news, as some analysts had anticipated more draconian measures.

At Blevins Franks we offer exclusive access to Assurance Vie which are deliberately sited in the most secure financial environments with access to a range of multimanager investments, covering all major asset classes and tailored to an individual’s risk profile.

Please note, not all Assurance Vie policies are the same!

If you would like to know more about the benefits of our approach, or indeed the slight changes that have been proposed to Assurance Vie, please contact us.

By investing in Assurance Vie or adding to an existing policy you are able to benefit from substantial tax advantages.

If you are one of these people… we need to talk!

14 November 2013

Tax rates, scope and reliefs may change. Any statements concerning taxation are based upon our understanding of current taxation laws and practices which are subject to change. Tax information has been summarised; an individual should take personalised advice.

 

 

 

Tax rates, scope and reliefs may change. Any statements concerning taxation are based upon our understanding of current taxation laws and practices which are subject to change. Tax information has been summarised; individuals should seek personalised advice.
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Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731, to provide advice in the UK. Blevins Franks Wealth Management Limited (BFWML) is authorised and regulated by the Malta Financial Services Authority, registered number C 92917 to provide advice in Malta and other EU countries in line with its [IDD and MiFID] passporting permissions. It is authorised to conduct investment services under the Investment Services Act and authorised to carry out insurance intermediary activities under the Insurance Distribution Act. Where advice is provided outside of Malta via the Insurance Distribution Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of Malta. BFWML also provides taxation advice; its tax advisers are fully qualified tax specialists. Blevins Franks Trustees Limited (BFTL) is authorised and regulated by the Malta Financial Services Authority for the administration of trusts, retirement schemes and companies. Blevins Franks France SASU (BFF), is registered with ORIAS, registered number 07 027 475 to provide advice in France and other EU countries in line with its [IDD] passporting permissions, and authorised as ‘Conseil en Investissements Financiers’ and ‘Courtiers d’Assurance’ Category B (register can be consulted on  www.orias.fr). Member of ANACOFI-CIF. BFF’s registered office: 1 rue Pablo Neruda, 33140 Villenave d’Ornon – RCS BX 498 800 465 APE 6622Z. Garantie Financière et Assurance de Responsabilité Civile Professionnelle conformes aux articles L 541-3 du Code Monétaire et Financier and L512-6 and 512-7 du Code des Assurances (assureur MMA). BFFM, BFWML, BFF and BFTL are all part of the Blevins Franks Group Limited (BFGL) whose registered office is Gasan Centre, Triq il-Merghat, Zone 1, Central Business District, Mriehel CBD1020, Malta. This promotion has been approved and issued by BFWML, BFF and BFFM for respective use in the EU and UK.

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