Would now be the right time for you
to start your inheritance planning?
Very high inheritance taxes can come as a surprise to your loved ones and put their financial security in jeopardy – especially when the inherited assets are difficult to turn into money or when selling the assets does not make sense at the time when the taxes must be paid.
When you have built up wealth, it makes sense to carefully plan how to ensure the financial security of your heirs also in the future. We will help you find the solutions suited to your situation in order to help you reduce the tax consequences and plan the transfer of your assets in the manner of your choosing.
As a customer of our Full-mandate and Consultative Wealth Management, we also provide you with legal advisory services related to the management of your investments and your personal finances.
Start inheritance planning early
Testamentary dispositions and donations made during your lifetime are means to get you started with inheritance planning. Correctly dimensioned life insurance helps your loved ones to make it through the worst financially. Life insurance should cover your debts and, usually, one or two years' income. Life insurance can also be used to cover inheritance tax consequences.
Investment Insurance is a smart way to manage your wealth. You can invest in objects of your choosing or let our Portfolio Management Service manage your investments.
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