Inwema - International Wealth Management

Your priorities become ours.




Dansk English Svenska Deutsch






Endowment policies Germany

Here are some of the most significant benefits that can be achieved through an endowment policy for people resident for tax purposes in Germany.

• No taxes during the term of the policy
• No tax on the purchase or sale of securities during the term of the policy.
• The customer defines the investment strategy and bank.
• No limit to deposits.
• Opportunity to add more insured persons.
• No EU taxes.
• No capital tax.
• 33% of policy’s value is tax-free for any beneficiaries.
• No exit tax when you move. The policy can be cancelled at any time.
• The policy can be mortgaged and used as security for a new commitment.
• Payment no earlier than at age of 60 after a minimum of 12 years.
• Only 50% of the policy’s growth in value is taxed as income in connection with payment.

Print versionPrint version Send to a friendSend to a friend






Inwema - International Wealth Management

Inwema | International Wealth Management Contact | Disclaimer