11th November 2021 – Luncheon at the Metropole
Topic: Unit-Linked Life Insurance for Latin American Clients
The speaker: Pablo Peciña, Associate Director Wealth Planning, Lombard International Assurance S.A.
Description: The sanitary and economic crisis, and the many elections occurred in the region in 2021, have led to public debate in many countries around changing tax systems and introducing succession taxes, wealth taxes, etc. Wealthy clients in the region seek stable solutions which can deal both with these new challenges and the many other wealth planning needs these clients traditionally have. The speaker will go through some solutions built around unit-linked life assurance in other parts of the world where these changes have already been implemented in the past and will analyse how this experience might prove useful for LatAm clients.