Wealth Preservation Solutions
We understand that many of our Clients have worked hard to accumulate their wealth.
Our clients are becoming increasingly concerned with preserving this for both themselves and their future generations. We here at Capital Intellect have a variety of solutions available to alleviate these concerns.
Private Placement Life Insurance
Private Placement Life Insurance (PPLI) is a sophisticated life insurance product that offers death benefit protection while also providing access to a variety of registered and non-registered investments that are accessible solely within the life insurance policy structure.
This solution is incredibly tax efficient and investment earnings within the policy are not subject to tax as earned or realised.
We are able to assist in structuring this policy into trust in order to mitigate taxes where possible and ensure that the deceased’s estate is passed to their chosen beneficiaries with maximum value.
