Why plan for your succession?

The financial impact of an inheritance on the heirs can be significant. Succession planning is an excellent way to:
 

  • protect those close to you;
  • give effect to wishes that diverge from the standard inheritance provisions laid down by law;
  • minimise the impact of death duties on your heirs.
     

Death duties

Net assets – movable and real estate – left by the deceased are subject to death duties that can vary depending on:
 
  • the region;
  • the family relationship of the heirs; and
  • the amount of the assets.
     
Overview of death duties :

 


Contact your Private Banking Centre for more information on the calculation of death duties .

 

 

 
 
Why plan for your inheritance?


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