Family Wealth Support & Solutions

Structuring family wealth in a tax-efficient way requires setting up legal and tax structures that minimise the tax burden. This can be done by using, for example, trusts, holding companies or other tax structures that are beneficial both nationally and internationally. It is important to divide property, investments and business assets appropriately, taking into account inheritance tax and income tax. In addition, strategic gifts and generational transfer can help reduce the tax burden. Careful planning and advice from tax consultants is crucial to ensure that the structure is not only efficient but also compliant with legislation.

The tax benefits in wealth transfer are mainly found in optimising inheritance and gift tax. By using tax-free gifts, such as the annual gift exemption, you can transfer wealth tax-free. Setting up a family fund or establishing a foundation can also provide certain tax advantages, as assets can be transferred with lower tax rates through these structures. Furthermore, there are opportunities to reduce tax burdens by dividing wealth across several generations to reduce the inheritance tax per person. It is important to seek tax advice beforehand to determine the best strategy.

Maintaining control over your family wealth can be done by establishing clear structures and agreements for both current and future generations. This can be done through the use of a family holding company, for example, in which properties and business assets are held. In addition, it is important to draw up a family charter that specifies rules and goals for asset management. Drafting a will and appointing a trustee can also help keep control, especially in case of diminished capacity. Involving the next generation in planning ensures that long-term assets are well managed.