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 and gift tax :


Contact your branch for more information on the calculation of death duties  or to receive advice on the best way of dealing with these .