Gifting and inheritance

Looking after the next generation

As we age, our requirements change. Your own goals and desires are at the forefront – including when it comes to passing on assets. Read on to find out the best way to proceed.

Making arrangements

Many people feel it is vitally important to know that their wishes will be implemented. In addition, they do not want the transfer of wealth to cause difficulties within the family.

What assets do you wish to hand on? What documents are required? Do special tax rules need to be taken into account, including foreign rules?

Contributing to society

People often wish to give something back to society and support the less fortunate ones, environmental projects or other worthy causes.

What do you care about? How should you proceed to ensure that your money gets to the right place?

Involving the next generation

In many cases, some of the assets are already earmarked for the next generation. It therefore makes sense to involve your successors in investment decisions.

When is the right time? Would your children invest the same way as you?

Have you thought about how you would like to pass on your assets with as little conflict as possible? We do this every day. Let’s talk.

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