INVESTMENT SERVICES
While such policies may be regarded as insurance in the insurer's jurisdiction, it is important to ensure that the fiscal authorities in the country where the client is taxed, classify the investment as insurance and do not seek to tax it as a simple investment.
It is therefore very important that before investing in an international life insurance product, expert legal and tax advice is sought in the 'home' country.
Wellington Shield does not provide legal nor tax advice.
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