What is Estate Planning?
Estate planning is about protecting your assets and ensuring they are transferred to the next generation correctly and efficiently. Whether this concerns an inheritance, the transfer of your (family) business or limiting the obstacle of taxation, our advice offers you peace of mind.
How can Estate Planning help you?
Estate planning is more than just a will. It’s an all-encompassing approach to arrange your inheritance in the best way possible.
Smart transfer of assets
Arrange the division of your assets now and avoid unwanted surprises.
Lower the inheritance tax
Save on inheritance tax by planning strategically.
Give efficiently
Utilize tax benefits by giving at the right time.
Transfer a family business
Ensure a smooth transfer of your business to the next generation with a minimal amount of tax obstacles.
When do you start with Estate Planning?
Consider estate planning when you:
- Own assets or real estate that you want to manage well.
- Want to minimize inheritance tax for your inheritors.
- Have a business that you want to transfer to family or partners.
- Want to be sure that your assets are divided according to your wishes.
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A practical example of Estate Planning
A couple with a well-built wealth, a home for sale and a successful family business wants their children to have a financially secure future, the company in the children's name, and prevent conflicts about their legacy.
Challenge
- Pass on the family business to their son without harming others and without direct inheritance tax on assets that are still tied up in the company.
- Prevent a large part of their estate from being spent on taxes.
- Assurance that their assets are distributed fairly.
Solution
- Prepare the Business Succession Tax Facility: The Business Succession Tax Scheme (BOR) can help prevent direct inheritance tax if your child takes over your business. An inheritance tax claim does not result in (partly) forced sale of the company. and.
- Reduced inheritance tax burden: With a timely donation plan, future inheritance tax can be reduced.
- Clear wills: The family business and other assets are well documented.
Outcome
Direct inheritance tax is reduced and the family business remains successful in the family.
Need help with Estate Planning?
You’ve dropped anchor in the right harbor. We help you get a grip on your tax situation and give it an upgrade.
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Areas of Expertise
01
Corporate Income Tax
Certainty in an abstract field of taxation. We provide strategic advice and planning.
02
Tax Litigation
We're your partner in the communication with the tax authorities and in any subsequent deposition or court procedure.
03
Corporate Restructuring
Tax guidance during a corporate restructuring, so your company can keep the wind in its sails.
04
Estate Planning
We help you transfer assets to the next generation with care.
