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The “Insurance Wrapper”, an effective solution to protect my financial assets.
The Insurance Wrapper offered by Luxembourg is one of the most powerful means currently available on the market to optimise the assets of our clients. The protection of our clients’ assets is strengthened. Taxation and estate planning are optimised. Finally, Luxembourg’s financial expertise is tried and tested.
My property provides me with liquidity… What could be better?
You are a private individual and you wish to release capital from your residential property situated in France.
Anthony & Cie has negotiated with the bank, the possibility of an Equity Release, subject to your resource analysis.
Illustration
A residential property with an estimated value of € 2,000,000 with no mortgage.
| A loan currently may be obtained with a variable interest rate circa of 1.9% per year | Total interest would be € 38,000 per year. |
| Investing the € 2,000,000 in euro guaranteed funds yield for 2010 3.5% | Total and annual income of € 70,000*. |
This gives a net profit of € 32,000.
For more information, please do not hesitate to contact Christophe Maulny, Wealth Manager, marketing@antco.com
* Subject to tax which depends on your tax residency.
NB: Clearly, this is for illustration purposes only as each case should be quoted individually. And no responsibility can be taken for any decision or action made without our advice.
NB: This page is for information purposes only and does not constitute a sale or a firm loan offer or financial investment advice. Information can be changed without prior warning. Before investing in one of the products herein, you should ensure that you are not in contravention of any tax or legal ruling, as well as any exchange control which you could be subject to in your country to residence. Some services and products are subject to legal restrictions and consequently are not accessible to residents of some countries. We have taken all necessary precautions to ensure that the information contained in these documents is correct. Anthony & Cie, its employees or representatives cannot be held responsible, directly or indirectly, as to the exactness or completeness of the information contained in this document. The value of investments can go up as well as down and the capital invested may not be secure. Past performance is not a guarantee of future performance.
| Anthony & Cie can carry out a free audit of your assets based on the following:
- An audit of the costs related to keeping a portfolio – in complete transparency. - An audit of your portfolio including an analysis of your situation, a look at the return in relation to the risk, and a recommendation to reorient the initial investment strategy, if necessary. For more information, please do not hesitate to contact us on +33 (0)4 93 65 32 23 or by filling in your contact details. |