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Life insurance to optimize its transmission

Behind the term life insurance, there are both pure risk hedging transactions and investment transactions which have the common characteristic of being underwritten on the life of an insured whose death or survival during the course of the contract will determine the final outcome of the transaction. The purpose of this guide is not to provide an exhaustive presentation of life insurance in its various dimensions but to focus on its use as a facilitating and tax-friendly instrument to optimise the transmission of one’s wealth and to highlight the solutions to be provided to circumvent some of the pitfalls of this non-successional investment.

This practical guide is only available in French.

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