Phased asset transfer according to a well thought-out plan
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An integrated approach guarantees good estate planning
There is more to estate planning than most people suspect. Only when all legal agreements and tax regulations reinforce each other will you achieve an optimal result. That is why our estate planners work according to a formula that provides legal certainty, flexibility and tax benefits.
This we promise
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Estate planning leads to tax benefits
Inheritance planning involves transferring your assets during your lifetime in stages. By reducing the size of the inheritance, the heirs pay less tax. Naturally, you will want to retain sufficient financial scope. We therefore recommend that you carefully weigh the pros and cons of transferring your assets and take various scenarios into account.
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:
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
Is all the important info complete?
We take a closer look at the following 6 pillars:
- marital conditions
- life assurances
- international aspects
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
Habermehl works together with
What can we help you with?
You can reach us at (035) 628 5753 or email@example.com. Do you prefer us to contact you? Fill in your details and we will contact you as soon as possible.