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HERE FOR YOU… HELPING YOU MANAGE, PROTECT, AND MAKE THE MOST OF YOUR CAPITAL Personal taxes
∙ Calculation and declaration of income and capital gains tax
∙ Optimize your current tax situation (income tax, capital gains tax) Review of and advice on your capital
∙ Collection of the different components of your capital: social status, forms of capital, revenue, inventory of your social security coverage, etc.
∙ Review, analysis and commentary: economic division of assets, risk exposure, calculation of inheritance rights (the rights of your partner and your children), determination of civil law covering the rights of your partner and children to your capital, etc.
∙ Researching solutions to make the most of your current situation
∙ Estimation of potential savings and profit you could make
∙ Definition of your goals (future income, retirement, charitable donations…) with respect to your interests, desires, and abilities
∙ Setting up of ways to reach these goals
∙ Regular monitoring of how these goals are being met
∙ Discussion of strategies related to capital, taxes, corporate investments and matrimonial rights Donation Advice
∙ Make tax regulations work for you when you bequeath your capital (by transfer or donation)
∙ Help with bequeathing your capital (civil and economic aspects)
∙ Implementation of tools to protect you (associates’ alliance) Real Estate
∙ Choice of legal options available for your real estate investment
∙ Creation and management of family societies and investment companies that rent out property
∙ Drawing up of leases
∙ Choice of tax-exempt investments (loi Robien, loi Borloo…) Bookkeeping for individuals
Do you have significant capital? Do you have an exact idea of how much it is worth?
Protect your heirs and avoid paying unnecessary death tax, let us look after the financial upkeep of your capital. We aim to: ∙ Get a real-time estimate of your capital
∙ Provide a surviving partner with an exhaustive list and an estimate of actual capital
∙ Monitor capital after the first death to ensure that heirs don’t have to pay death tax on the entire capital amount after a second death.
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