你的父母或亲人如果有买海外保单,未来理赔金、保单现金价值或海外所得汇回台湾,到底会不会被课税?
这支影片我会用 Jason 和 Sherry 父女的案例,带你看懂 3 个常见情境:
1️⃣ 身故理赔金汇回台湾,是否需要申报遗产税?
2️⃣ 父母把海外保单过户给子女,会不会涉及赠与税?
3️⃣ 海外保单的红利、分红、投资收益汇回台湾,是否属于海外所得?
很多人以为「钱在海外,台湾国税局不会管」,但税务问题最怕的不是缴税,而是没有提前规划,最后被要求补税甚至罚款。 如果你或家人已经有海外保单、海外投资账户,或未来可能会把资金汇回台湾,这支影片一定要看完。
如果你也有海外保单、海外资产,或不确定未来资金汇回台湾会不会有税务问题,欢迎联系我做进一步了解。
📲 WhatsApp:+65 9465 3813
📩 LINE:martin27692702
💬 WeChat:a19842182457
我可以帮你一起看目前的情况,提前规划,避免未来才发现问题。
⚠️ 本影片仅供教育分享,不构成税务、法律或投资建议。实际税务处理请以专业税务顾问或当地主管机关规定为准。
歡迎來到我的個人網站,我是Martin乙未,土生土長的台灣人。曾經在澳大利亞和上海求學,目前定居於新加坡。
從小便對財務與投資充滿興趣,尤其是在家庭的熏陶下,這股熱情愈加濃烈。13歲時,便在金融海嘯中擁有了人生的第一張股票,也由此踏上了投資之路。在30歲之前,我成功累積了自己的第一桶金。
目前,我在新加坡最大的優質理財顧問公司工作,專注於為客戶提供資產增值和風險管理的專業服務,協助他們在多變的市場環境中穩健成長。
希望未來可以成為您在新加坡,投資理財的資源人士。
持續不斷為您輸出有價值的訊息,成為您在新加坡值得信賴的理財顧問。
I’m Martin Yiwei, a Taiwanese based in Singapore, with study experiences in Australia and Shanghai.
My passion for finance and investing began at the age of 13 when I purchased my first stock during the Global Financial Crisis. Through disciplined investing, I achieved my first major financial milestone before the age of 30.
Today, I work at one of Singapore’s leading financial advisory firms, helping clients grow and protect their wealth through strategic financial planning and risk management. Through this platform, I aim to share practical insights, valuable knowledge, and real-world perspectives that can help you make more informed financial decisions.
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提交此表格,即表示
In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策