Capital transfer is not a matter for quick decisions. The large sums of money involved require informed choices. Furthermore, there are many different regulations and requirements for capital preservation and transfer. For example, the Dutch (tax) business succession scheme, the forthcoming UBO register and the increased gift tax exemption for home-owners (Schenkvrijstelling voor de Eigen woning) (from 2017). But there are also specific requirements for periodic donations to Public Benefit Organisations (PBOs).

At BDO we can help you as a director/major shareholder, (wealthy) private individual, PBO or country estate owner with your capital preservation and transfer. For example, if you are struggling with questions such as:

How can I best set up my prenuptial agreement, registered partner agreement or cohabitation contract?
How does my divorce settlement work?
Do I have to make a will?
Does my will still correspond with my personal circumstances and wishes, as well as with current laws and regulations?
What should I know when I make donations?
Would a living will or power of attorney be useful for me?
What tax rules outside the Netherlands would affect the purchase of a second home?

Our services

Our specialists of the Estate Planning advice group are fully informed about all rules affecting estate planning. Thanks to our international network we are highly capable of advising you on cross-border issues.

Issues they can advise you on include:

prenuptial agreement;
inheritance law and inheritance tax;
wills and settlement of estates;
gifts and other forms of capital transfer during life;
sale of a business;
business succession;
tax support relating to divorce.

Whatever the issue, we provide assurance and insight into the (tax) consequences of what you intend to do. Our recommendations are always based on your wishes and ideas.

Contact

If you would like to avoid surprises for your capital in the event of any calamities? or you want to know what the (tax and financial) consequences of your capital transfer (during life or in death) will be)? Please contact one of the specialist in the Estate Planning advice group.