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Estate and financial planning

Estate and financial planning

Estate means inheritance. The term estate planning comes from financial planning and refers to the legal and fiscal supervision of the transfer of (family) wealth to the next generation(s) and its preservation.

The aim of estate planning is to transfer wealth accumulated to future generations in the most tax-efficient way. In this regard, we account for the many conditions relating to gift and inheritance tax, but income tax and transfer tax can also play a role. Besides tax law, civil law also plays a major role, particularly matrimonial property law and inheritance law. The trick is to determine the right course for a client while taking all these areas of law into account. This is always tailor-made and requires experience in all the aforementioned areas of law. TEKZ Belastingadviseurs has this experience and can therefore offer you excellent advice in the field of estate planning.