Estate Planning
Do you know what your financial position is? Will you be able to achieve your short- and long-term goals? Will you be able to retire sooner than expected? And how much tax will your heirs have to pay on your estate? What about gifting to your children, or transferring a business to the next generation? Our estate planning specialists would be happy to assist you when it comes to matters such as gifting, inheritance tax, financial planning and business succession.
Why seek advice?
Gifting assets, getting married or divorced, or making sure your inheritance will be passed on correctly: with a committed advisor at your side, you’ll know where you stand and what your options and their consequences are from a tax perspective. Having a clear understanding of your financial position will help you be prepared for the future. Having clarity about the feasibility of your plans is a reassuring thought.
Consciously manage your assets
Paying attention to estate planning is not a matter reserved solely for large estates. Even if your assets are relatively modest, it is important to take the time to think about your financial position, both now and in the future. Our estate planning specialists advise entrepreneurs as well as private individuals. We discuss and map your personal wishes and circumstances. If you own a business, we can assist you in determining how and when it would be best to transfer the business to your family or third parties.
Our estate planning advisors specialise in financial planning, inheritance tax and gift tax. You can turn to them for advice on:
Tax-exempt gifting
Gifting to charity (ANBI)
Tax implications of marriage
Tax consequences of divorce
Taxation upon death
Tax consequences of the birth of a child
Prenuptial agreements and wills
Business succession facilities
Inheritances
