Estate, Inheritance & Gift Planning Advisory
Your first priority is likely to be providing for personal dependents, and you may also wish to endow charitable bequests or establish philanthropic foundations. All inheritance and gift questions require careful planning. Planning can help optimize tax liabilities and ensure that your assets maintain their value so that they can continue to meet the demands placed on them, both now and in years to come.
Understanding Your Wishes, Preserving Your Legacy
In conjunction with our experts, your Relationship Manager can help you devise an effective Estate Plan. We will help structure your estate so that your assets can maintain their value in the face of taxation, changing market conditions and the uncertainties of the future. By gradually transferring assets to the next generation we will seek to reduce tax liability – and gradually transfer responsibility too.
Acting on Your Instructions
From asset transfer to family trusts, from property management to estate valuation, we can provide specific help with many practical aspects of inheritance planning. Benefits include:
Case study: How we supported a German entrepreneur to settle his personal estate and business succession.
- Comprehensive service from planning and implementation to trust administration and the education of your dependents in wealth management, if required
- Flexibility – select only those service elements you actually require
- Local expertise, global resources – with the global financial strength to preserve and augment your asset base
- We will seek to structure your inheritance and gifts to receive favourable tax treatment, including endowment policies, trust funds and foundations
Case study: How we supported a German entrepreneur to settle his personal estate and business succession.
