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Have an estate plan drawn up

Giving according to a well thought-out plan ensures a tax-optimised inheritance

More information

Mathijs van den Top

account manager/ assistant accountant
+31 (0)35 628 57 53
mathijs@habermehl.tax

Pay less tax with a donation plan

Do you think it's a shame that your heirs are paying a lot of inheritance tax? Or do you want to help them realise their dreams? Make a gift plan before you start transferring your assets. Need assistance? Our tax specialists will show you the choices you can make. We also have the necessary notarial and legal knowledge.

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Gifts during life are fiscally more advantageous than inheritance

The rates for gift tax and inheritance tax are virtually identical. Nevertheless, donating provides an advantage for the heirs because you can transfer your assets partly tax-free. This is due to the general exemptions and the one-off increased exemption for gift tax purposes.

Preventing the inheritance from being taxed at the highest rate

If you leave a lot of assets, calculate whether it is interesting to donate more than the above-mentioned exemptions. By reducing your inheritance, you can sometimes prevent your loved ones from having to pay the highest inheritance tax rate.

Donate your company

Do you have a business and are you planning to gift it to one of your children? Make sure you receive proper advice because you are eligible for tax benefits, provided you meet the conditions. One of these facilities is the business succession planning (BOR). This means that the new owner pays less gift tax, or even no gift tax at all, on the business assets.

Donate on paper if your assets are tied up

A paper donation can be interesting if the assets are 'tied up'. For example, in a house or investments. You record which donation you will make in the future and who will receive it. This is officially called 'recognition of debt by generosity'. If you are considering this option, check beforehand what conditions the tax authorities impose. Also check the possible impact on box 3 of the income tax return.

How to keep a grip on the donation?

Many people like to keep some influence on their donation. For example, to see that it is spent wisely, or because the beneficiary is a minor. And if an heir gets divorced, can the assets then pass to his or her partner?

There are various options by which you retain control over the donation. This can include:

appoint an administrator
the ability to certify through a Foundation Trust Office
to give the heirs a claim on yourself (= gift on paper)
an exclusion clause for the 'cold side
determine to whom the gift is to go in the event of the death of an heir (two-stage settlement)

Of course, our advisors will go through the options with you when you have us draw up your gift plan.

This is how we support a donation plan

This is our working method

Step 1

Meet

You will meet your tax consultant at our office, or during a telephone appointment if that is more convenient for you.

Step 1

Step 2

Choice

Then you decide whether you want us to provide advice and/or take care of the tax return.

Step 2

Step 3

Reception

You will receive the necessary documents at the latest at the agreed time.

Step 3

Facts and figures about Habermehl

Over 900 individuals and companies rely on us for tax advice

Customers rate our services with a

4.7

out of 5 (source: Google)

Habermehl was founded in 2000 and is growing steadily. Our team consists of 10 (international) tax specialists, (notarial) lawyers, assistant accountants and salary administrators.

Member of the Dutch Association of Tax Advisers and continuous training via PAOB

The convenience of all relevant knowledge under 1 roof

Do you have questions about the gift plan or related topics such as the gift tax return, inheritance tax and income tax? Come into action. Our tax experts will give you the answers you are looking for. You can rely on them.

Customer experiences

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.

Good in-house knowledge so that all questions are answered quickly and well. The service I have chosen actually takes work off my hands. That leaves me free to do things that make money.

I have been a Habermehl customer since 2005. In all these years I have always experienced friendliness, empathy, peace of mind and great expertise. Habermehl is a very reliable partner for me.

During the first meeting I immediately received a lot of professional advice. Habermehl gives me a familiar feeling and I don't have to worry about any administrative issues anymore.

Perfect service, proactive, accurate, always quick to respond to contact and extremely friendly and flexible'.

A lot of knowledgeable information, clear communication about costs, the declaration is dealt with very quickly and adequately.

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

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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.