You and Your Legacy & Succession

Estate planning during Life:

Optimise your legacy

We give you all the information about how you can put your own capital to safety and how you can optimise your legacy. Or in other words, how to best avoid the inheritance taxes or keep them minimised. But also to whom and how much you can bequeath to them, the drafting of the testament, etc.

Hand-to-hand gift, donations, tontine, marriage contract
Testament
Installation control vehicles: citizen partnership, foundations, trusts, SPF, SIF, ...
Life insurance
Provisional leadership, fidei commis
Succession Planning in extremis

Inheritance:

Estate planning after Death : What to do with an inheritance

With death we give clients advice on what to do if there is an inheritance. How to arrange a funeral, declaring the legacy, what with the inheritance taxes, and how much is that succession? What with conflicts, and what is possible with debts in a legacy?

Declaration legacy & calculation inheritance taxes

Mediation & Legal following of inheritance

What should you organise for a funeral?

 
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F&N Investment Portfolio Management

None of the information, whether in part or full, should be copied, reproduced or redistributed in any form nor should it be regarded as an offer or a solicitation of an offer for investment. You should satisfy yourself, with your financial advisor, that the products and services offered are suitable for you and that you are not prevented from accessing such services or products by restrictions placed on you by the relevant fiscal authorities in your normal place of residence nor that it is unlawful for you to participate in such products or services as may be stipulated within the laws of the country, state or jurisdiction where you may either be a citizen or normally reside.

You should bear in mind that the value & prices of investments can go down as well as up, and you may not get back the full amount invested. Past performance is no guarantee of future performance. Currency fluctuations will affect the value of overseas investments. Emerging Markets can be more risky than developed markets. Current tax levels and reliefs may vary and will depend on your personal circumstances.