What is estate planning and why is it important?

Estate planning, of nalatenschapsplanning, is het georganiseerd regelen van de overgang van je vermogen naar de volgende generatie. Het is belangrijk omdat het zorgt voor juridische zekerheid, flexibiliteit en belastingvoordeel.

What does Habermehl promise in estate planning?

Bij Habermehl kun je verwachten een persoonlijk plan gebaseerd op jouw wensen en situatie, onafhankelijk advies omdat zij zelfstandig opereren, en alle benodigde kennis in huis op het gebied van fiscale, juridische, financiële en notariële zaken.

How does estate planning lead to tax benefits?

Door je vermogen gefaseerd over te dragen bij leven, verklein je de omvang van je erfenis, waardoor erfgenamen minder belasting hoeven te betalen. Het zorgt ook voor financiële armslag en soepele verdeling van de erfenis.

What are the benefits of estate planning besides tax advantages?

Naast belastingvoordeel zorgt estate planning voor een soepele verdeling van de erfenis, het voorkomt familieruzies en financiële problemen, en het waarborgt dat je specifieke wensen worden gerespecteerd.

Is estate planning only relevant to wealthy people and business owners?

Nee, estate planning is relevant bij alle levensgebeurtenissen, zoals samenwonen, trouwen, scheiden, kinderen krijgen, een huis kopen, naar het buitenland verhuizen of een bedrijf starten.

How does Habermehl support estate planning?

Bij Habermehl begint de samenwerking met een kennismaking waarbij je wensen en huidige situatie worden besproken. Vervolgens wordt alle belangrijke informatie onderzocht en ontvang je een advies met aanbevelingen en actiepunten. Daarna word je ondersteund bij het op orde krijgen van de benodigde documenten en wordt geadviseerd om het plan regelmatig te controleren.

What are the 6 pillars Habermehl examines in estate planning?

Habermehl onderzoekt huwelijkse voorwaarden, schenkingen, testamenten, pensioenen, levensverzekeringen en internationale aspecten.

Why is it important to check estate planning regularly?

Het is belangrijk om het plan regelmatig te controleren omdat de regels en wetten jaarlijks veranderen en belangrijke gebeurtenissen in je leven aanleiding kunnen geven tot wijzigingen.

We optimise your fiscal position

Estate planning

Phased asset transfer according to a well thought-out plan

More information

Marieke Doves-Bierman

tax specialist
+31 (0)35 628 57 53
marieke@habermehl.tax

An integrated approach guarantees good estate planning

Estate planning, or "estate planning" in Dutch, involves more than most people suspect. Only if all the legal agreements and tax regulations reinforce each other will you achieve optimal results. That's why our estate planning advisors work according to a formula that provides legal certainty, flexibility and tax advantages.

This we promise

Contact within 1 working day

Estate planning leads to tax benefits

Inheritance planning involves transferring your assets in stages during your lifetime. As you reduce your inheritance, the heirs pay less tax. Of course, you yourself want to maintain sufficient financial leeway. Therefore, as an estate planning advisor, we advise you to carefully weigh the pros and cons of wealth transfer and consider different scenarios.

And gives peace

In addition to the above-mentioned tax benefits, estate planning ensures that the distribution of the inheritance proceeds smoothly. This is because you make and record specific agreements. This prevents, for example:

Your children fight with each other or with the left-behind (step) parent
The family cannot continue to live in the parental home
Your partner inherits nothing
Inheritance drives your loved ones into a financial abyss
The assets flow away unintentionally to (ex) partners of your children
Your business cannot continue

For whom and when?

Surely estate planning is only interesting for wealthy people and business owners? Of course the interests are greater when there is a lot of wealth. But make no mistake. Estate planning is relevant to all life events. For example, when you move in together, get married or divorce. And also if you have children, buy a house, move abroad or start a business.

This is how we support estate planning

This is what you can expect when you engage us

Step 1

Meet

Our cooperation starts with you (and your partner). We can only do our job properly if your wishes and current situation are known.

Step 1

Step 2

Is all the important info complete?

Then your estate planner will look into the possibilities.

We take a closer look at the following 6 pillars:
- marital conditions
- donations
- wills
- pensions
- life assurances
- international aspects

Step 2

Step 3

Advice

You will receive an advice with recommendations and action points. Of course we will gladly explain this in person if you wish.

Step 3

Step 4

Support

Once the plan is complete, we will help you get the necessary documents in order. We know several notaries whom we can heartily recommend.

Step 4

Step 5

Check

Finally, we recommend that you check the plan at least once every 5 years. First of all, because the rules and laws change almost every year. In addition, an important event in your life can be the reason for a change.

Step 5

The convenience of all relevant knowledge under 1 roof

Do you have a question about estate planning or related topics such as the gift plan, tax returns, etc.? gift tax, inheritance tax and income tax? Please contact us. Our specialists have the necessary knowledge at hand and respond adequately. You can rely on them.

Facts and figures about Habermehl

Over 1,000 individuals and businesses rely on us for tax advice

Customers rate our services with a:
4.7 out of 5 (source: Google)

Quality guaranteed: we are a member of the Dutch Association of Tax Advisers

Continuing education through PAOB, the Postgraduate Education in Tax Science

Customer experiences

I totally recommend them if you are someone who wants to outsource the responsibility of dealing with the tax authorities.

Habermehl assist me with my Dutch Tax returns. My main reason for using a company for this is due to being British and getting very lost in the Dutch Tax system. In my first year of being in the Netherlands, Habermehl found quite a considerable return for me, of course this is individual but without their knowledge I would have never know this was available.

For years I had been struggling with my situation as a Dutch pilot living abroad. During the first phone call it immediately became clear to me that the specific knowledge was present here. Habermehl is always easy to reach. And with clear answers to my questions my problem was solved quickly.

I have worked with Habermehl since I started working abroad in 2009. At all times I have found reassurance and confidence for my international tax matters to be well taken care of.

Previously I was a client of a large accounting firm that did not do a good job. Habermehl helped me well, personally and quickly. They took care of the administration and tax returns for my private limited companies. And the settlement of an estate. Their tax advice is very valuable.

Habermehl has been my tax consultant for 10 years. I value good service, quick responses to questions or requests and that's great. Discussions are based on content and we always come to a conclusion.

"Really good service!

Bernd Koster is an expert, fast and gives adequate advice.

What a great feeling it is to have been helped by Bernd Koster".

Habermehl works together with

What can we help you with?

You can reach us at (035) 628 5753 or info@habermehl.tax. Do you prefer us to contact you? Fill in your details and we will contact you as soon as possible.

Estate planning

More information

An integrated approach guarantees good estate planning

This we promise

Contact within 1 working day

Estate planning leads to tax benefits

And gives peace

For whom and when?

This is how we support estate planning

This is what you can expect when you engage us

Meet

Is all the important info complete?

Advice

Support

Check

The convenience of all relevant knowledge under 1 roof

Facts and figures about Habermehl

Over 1,000 individuals and businesses rely on us for tax advice

Customers rate our services with a: 4.7 out of 5 (source: Google)

Quality guaranteed: we are a member of the Dutch Association of Tax Advisers

Continuing education through PAOB, the Postgraduate Education in Tax Science

Customer experiences

Habermehl works together with

What can we help you with?

Customers rate our services with a:
4.7 out of 5 (source: Google)