Events
CCA Law Firm, in partnership with Lombard International Assurance, is launching a conference on 19 March dedicated to “Estate and Succession Planning through Luxembourg’s Unit-Linked Life Insurance”, along with an enlightening discussion on the tax advantages of the Non-Habitual Resident (NHR) framework. This event will prove to be an invaluable resource for individuals seeking to optimise their investment and estate planning strategies in Portugal.
Scheduled to start at 2.30pm (PT), this session will feature Pedro Martinho Soares, Insurance Agent - Independent Contractor at Lombard International Assurance and Carla Matos, Private Client Partner at CCA, who will share their insights on the subject and answer all questions during Q&A.
During the session, the guest speakers will address the following key topics:
1. What is Unit Linked Insurance: characteristics, benefits and how it works operationally
> Updating the NHR framework: a paradigm shift?
2. Case studies: examples intended to illustrate the efficient use of unit linked insurance within the NHR framework
Free of charge and lasting 1 hour, the session will take place at the CCA Law Firm main office (Edifício Diogo Cão, Doca de Alcântara Norte, 1350-352 Lisboa), with a welcome coffee served from 2pm.
Registration for this conference will be limited, so don't miss the opportunity to gain valuable insights into optimising your investments and estate planning in Portugal.