Asset and pension planning

Mapping your assets

We draw up a detailed estate plan that takes into account all your assets: how much property do you own, for example, what is the value of your shares and how much are your life insurance policies worth? Do you need to save more for your retirement and, if so, how can you do this in the most tax-efficient way? What is your income and what are your monthly expenses? Based on your incomings and outgoings, we will help you work out how much capital you will need to maintain your current standard of living until for as long as you're around. Is there a surplus that could possibly already be passed down to the next generation? Or should you carry on making additional savings?

We assess the problem areas and then develop a long-term plan to ensure that your wealth is built optimally, both for your own future and that of future generations. But because the future is unpredictable, we always take into account possible turning points in your life and their financial impact on your wealth. So you can enjoy financial peace of mind from now on.

Protect your assets abroad

Our world is becoming increasingly international, which we can also sense in our private lives. Perhaps you yourself have a second home abroad, a partner of another nationality, a foreign bank account, or your children relocated abroad. Whatever your personal or material common ground is, always take the tax and legal consequences of your decisions into account.

For instance, did you know which country your assets are taxed in? How do you avoid double taxation? And what about succession planning? Each country has its own rules when it comes to donation and succession rights. To ensure you can make the most of this without any concerns, our team closely monitors international legislation, and they map out your international obligations. That way, you always know what you can expect, even if your situation changes.

Our team will be happy to help you with:

• purchasing your second home;

• valuing your foreign real estate/movable property incomes;

• succession planning with foreign assets;

• donations of foreign assets or to foreign beneficiaries:

• etc.