Inwema - International Wealth Management

Inwema reviews the structure of your assets.




Dansk English Svenska Deutsch






Endowment policies Sweden

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

• Only 15% tax on the Sweden government loan interest rate x the policy’s value 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.
• No EU taxes.
• No capital tax.
• 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 55 after a minimum of 10 years.
• No tax when payment made.

Print versionPrint version Send to a friendSend to a friend






Inwema - International Wealth Management

Inwema | International Wealth Management Contact | Disclaimer