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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