Assurance and Annuity

The combination of tax law changes, rate increases and asset protection concerns are leading financial advisers to utilise assurance and annuity planning for their clients in rapidly increasing numbers.

There are a number of possible holding structures for such life assurance and annuity products, including trusts and partnerships, and Hansard Guernsey is available to liaise with client advisers and decide on the most appropriate structure in individual circumstances.

Qualified Recognised
Overseas Pension Schemes

Retirement Annuity
Trust Schemes (RATS)

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