[問題] 資產上億客戶的理財規劃?
認識很多資產上億客戶,
會問我如何做理財規劃?
年金險,連動債,壽險,基金大部份都有!
因為利息收入都超過二十七萬,且所得稅超過四十%!(光財產所得就~~~)
這樣的客戶群有何可以節稅呢?
投資型保單沒用,成本過高,且節稅程度過低!
除了OBU之外,有其它適用的產品?
可以規避所得稅?(財產所得部份)
可以規避遺產稅?(例如可以讓資產隱藏起來?或低估?)
目前想想用地節稅和未上市股票節稅都有點不適用~
直接把資金匯到OBU是否為最佳節稅方法?
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