Succession planning

We offer comprehensive solutions to address the Inheritance and Gift Tax, designing personalized succession plans that align with our clients’ financial circumstances.

We are actively committed to minimizing the tax burden on your heirs, ensuring they receive the largest possible portion of your legacy. Our offering includes the protection of your assets and the guarantee of the well-being of your loved ones. We provide guidance throughout the entire process, ensuring compliance with all relevant legal regulations.

Our planning services include:

  • Preparation in Advance: Recognizing the importance of foresight in succession planning, we initiate the process well in advance to provide more options for tax minimization.
  • Assessment of Applicable Regulations: We analyze current regional legislation to assess the specific impact of the inheritance tax on heirs.
  • Intelligent Structuring: We implement financial and legal strategies to optimize the transfer of assets, aiming to reduce the tax burden on heirs.