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OneLife–s #Success in Succession – Part II

Luxembourg, 6 June 2018 – OneLife, in partnership with Scorpio, gives further insight into the challenges and opportunities faced by European HNWIs and their families as they seek to transfer their wealth effectively. Part II of OneLife–s #Success in Succession study demonstrates how wealthy Europeans are looking to life assurance as a safe, flexible and efficient tool to protect, manage and transfer their wealth with complete peace of mind.

Following the fortunes of four wealthy families all living in different European countries and with different family situations and aspirations for their futures, Part II looks into the multiple benefits of what life assurance can offer as both an effective wealth planning tool and a solution to achieve success in succession. With unique features such as high levels of investor protection, flexibility in managing assets held within the policy, cross-border portability, certain tax advantages depending on the jurisdiction, OneLife–s real-life case studies provide illustrations on how it works in practice – and across borders.

Part II follows on from the first part of the study launched in 2016. In total, Part I and II of Success in Succession cover family cases from Finland, France, Belgium, Sweden, Portugal, Spain and the UK through an extensive series of e-books and a succession checklist.

According to Antonio Corpas, CEO OneLife: “In today–s world, it is key to plan for one–s financial future. Increasing global mobility, complex family situations, diversification in the assets investors hold, all just some of the aspects of today–s modern life. Succession planning is important for the HNW and their families to help them safeguard their wealth, make it work for them during their lifetime and ensure that their heirs are enabled for the next generation. Life assurance is an effective solution. And it is this which we seek to demonstrate in Part II of our study, #Success in Succession”.

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