Thinking about estate planning and inheritance tax? There are quite a
lot of questions for you to consider. Do you want to pass your assets
on? Transfer your business? Or would you rather leave them as part of
your estate, while still seeking to minimise your heirs’ inheritance
tax burden? Various options are available. We take a look here at the
most important possibilities and the associated questions.
Option 1: Transfer by gift
Say you want to give away part of your assets during your
lifetime. Simple enough at first sight, but several questions
immediately arise. Can you gift real estate too? And how and when can
you best organise gifts to your children? We’ll work with you to find
the best solution for you and your beneficiaries.
Option 2: Transfer by will
What if your youngest child has helped you double the family
business’s turnover, while your oldest spent their time abroad? What
if you don’t draw up a will and each child receives the same,
regardless of their respective efforts? Apparently fair shares can
still be a source of tension.
A will enables you to deviate from the transfer rules laid down by
law within certain limits. We’ll explore the possibilities with you,
discreetly and expertly.
Option 3: Optimising your marriage contract
Your marriage contract plays an important role when it comes to
the transfer of your family capital. You can save a great deal of
inheritance tax in the long term by adjusting it. But can you do that
purely for tax reasons? And above all, what will it cost? This is also
something you can discuss with us.
Option 4: Optimisation through investment-type insurance
Investment-type insurance combines two possibilities: the
investment of your assets and the transfer of those assets to a
beneficiary. You can also change the beneficiary easily, without
intervention by a notary. But which type of insurance would be best
for you? We’re there to help you fulfil your wishes.
Would you like to plan your estate smoothly? We can help private
individuals as well as entrepreneurs
to do just that.