Case Study Italy : Life insurance and beneficiary trust

It is possible to combine a life insurance policy with a trust in order to optimise wealth planning. Find out how in this case study, combining a life insurance policy with a trust for Italian tax residents.
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The contents of this theme
14.06.2021
Reading time: 3 min

Sportsmen and the need for an all-round wealth planning.

Professional sportsmen and women: why carry out asset planning as soon as possible.
Combining a trust and a Luxembourg life insurance contract for Italian residents.

The Luxembourg life insurance contract is an estate planning tool that can be perfectly combined with a trust. It is indeed possible to nominate a trust as beneficiary of a life insurance contract. This allows you to control the management of your assets through the structuring of the Luxembourg life insurance contract.