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Part 1: The personal situation of clients as the cornerstone of the wealth...
Wealth planning is understood as organising and planning the transfer of a given asset, while trying to optimise the taxation applicable at each stage of this process. Life assurance undoubtedly has a...
View ArticleChange to OneLife leadership team
OneLife today announces the departure of Romain Chevalier as the company’s Chief Commercial Officer and the appointment of Thomas Gasperini to the position as of 30 May 2023. The post Change to...
View ArticleNew authorised manager
OneLife announces the appointment of Cédric Lootvoet as dirigeant agréé (authorised manager) of OneLife. This appointment was approved by the Commissariat aux Assurances on 15 June 2023. The post New...
View ArticleOneLife adapts its AML-CFT systems
With over 30 years' experience, OneLife is a Luxembourg life assurance company that is resolutely committed to upholding its obligations as an insurer and to promoting Luxembourg as a leading...
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Part 2: The roles of the parties to a life assurance policy and the options...
A life assurance policy is the consecration of the stipulation for third parties, a mechanism well known to informed specialists. For the others, it should be remembered that life assurance is a...
View ArticleOneLife: a digital DNA, an ambitious roadmap
Increasing digitalisation is an asset for our partners and clients, and facilitates work internally. The adoption of SWIFT and the launch of digital tools, supported by e-signature and secure...
View ArticleNew Chief Executive Officer
OneLife has appointed Bruno Valersteinas as CEO and dirigeant agréé (authorised manager) of OneLife as of 1st August 2023. This appointment was approved by the Commissariat aux Assurances The post New...
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Part 3: Donation of a life assurance policy – importance of the beneficiary...
The wording of the beneficiary clause of a life assurance policy is of great importance in order to best meet the client’s wealth planning and succession objectives. This especially applies if the...
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Part 4: Wealth planning and reserved shares
In Belgium, the purpose of civil law reform on succession and donations was to modernise the inheritance framework of the Civil Code, dating back to 1804. The principles of these reforms have been...
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Macroeconomic variables and investment policy
On the occasion of a webinar organised by OneLife for its Belgian brokers, Stefan Duchateau, Professor of Portfolio Management and Financial Risk Management at KU Leuven and UHasselt, addressed the...
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End of Non-Habitual tax resident (NHR) regime
Portugal’s 2024 budget law, approved on 30 November 2023, has repealed the NHR regime with effect from 1 January 2024 Nevertheless: Individuals who became tax resident in Portugal until 31 December...
View ArticleNew Chief Compliance Officer
OneLife announces the appointment of Elodie Menier as Chief Compliance Officer and member of the Executive Committee effective 1 March 2024. The post New Chief Compliance Officer appeared first on...
View ArticleOneLife maintains course in a more complex market environment
OneLife, a Luxembourg life assurance specialist for more than 30 years, has published its 2023 annual financial statements. The post OneLife maintains course in a more complex market environment...
View ArticleOneLife opens a branch office in Belgium
As a leader of Luxembourg life insurance in Freedom to Provide Services in Belgium, OneLife has opened this summer a branch office in Auderghem, Belgium, south east of Brussels, in order to enhance its...
View ArticleUS elections: huge global interest, but what impact on the stock markets?
What will be the consequences for stock markets? Despite the global interest in such elections, the long-term impact on US financial markets is generally minimal, with broader economic fundamentals...
View ArticleGreat Place To Work 2025: OneLife obtains recertification in Luxembourg
As a leader of Luxembourg life insurance in Freedom to Provide Services in Belgium, OneLife has opened this summer a branch office in Auderghem, Belgium, south east of Brussels, in order to enhance its...
View ArticleOneLife confirms its robustness and its future ambitions
OneLife recorded a marked upswing in 2024, with premium volumes increasing by 25% to 1.3 billion euros. Inflows notably hit a record in the 2nd half-year, with growth exceeding 50% in all markets where...
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