Estate planning and financial planning

Donate in life

In the labyrinth of legislation and regulations, CROP tax advisors provide advice to ensure that your assets can be transferred in a fiscally favorable manner. Our advisors will help you arrange matters properly in advance, both fiscally and legally, by means of financial planning and estate planning. Amongst others we will discuss your wishes for the future, look together at matrimonial property law, your last will and the possibilities for gifts.

Our specialists are part of a worldwide network of advisors, ensuring global reach with local expertise. Crop tax advisors can provide guidance on a wide range of estate planning topics, including:

  1. Advice on wealth transfer

Our strategic advice helps you transfer your assets to your family while minimizing tax burdens. This way, your wealth remains within the family, allowing future generations to benefit optimally. Gift plans can be made toward your family but also charity gift planning can be fiscally optimized.

  1. Matrimonial property law/prenuptial agreements

We are happy to review the terms of the prenuptial agreements in consultation with you to ensure they remain desirable given your current situation. We will also consider the potential effects in unfortunate circumstances, such as if one of you passes away or if the marriage does not last. Naturally, we can advise you as well on other forms of cohabitation such as registered partnerships.

  1. Analyses of last will

A thorough analysis of your last will ensures that its text aligns with your wishes We will also analyze the will for tax-efficient opportunities. Additionally, we can make an indicative calculation of the potential inheritance tax due based on your current situation.

  1. Advisory and guidance on business succession

Expert guidance during business succession is crucial to avoid tax pitfalls and ensure the continuity of your enterprise. With a carefully crafted plan and effective communication, we ensure that the transfer process is smooth and successful.

  1. Financial planning

A customized financial plan not only provides clarity about your current situation but also gives you an indication of your future financial situation.

Our Estate Planning team works closely with both our legal team and our Corporate Finance team. And of course, we are able to work alongside a notary of your choosing.

For more detailed information about our services and how we can assist your business, contact our team.