Taxation of pension schemes and insurance productsPension schemes and insurance products can offer significant tax benefits for individuals or corporations. An appropriate tax analysis is therefore recommended in order to assess each particular situation and determine tax optimizing opportunities.
IFN advises policyholders and persons affiliated to pension and social security schemes as well as insurers regarding their existing products or those wishing to bring new insurance products to market. We draft rulings (i.e. requests aiming at confirming the tax treatment of a particular set of facts) when a formal approval from tax authorities appears necessary. |
Areas of expertise |