Life insurance financed by third party funds
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Income from a single-premium endowment insurance is exempt from tax if no benefit has been paid before the policyholder's 60th birthday and the contract, signed before age 66, has been in effect for over 5 years.
In order for the policyholder to benefit from tax privileges, single-premium life insurance is often financed with third-party funds, for example by the increase in a mortgage loan. As this process could be used for tax evasion, interest expense resulting from a loan or mortgage can be deducted only partially.
The tax strategy for life insurance financed with third-party funds varies significantly between cantons. In addition, the tax authorities reserve the right to evaluate each case individually.
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