Tax and retirement planning
Private Banking clients
Through this service and a carefully selected network of external experts we offer our private
banking clients a full consulting service for all their financial needs and propose personalised
long term solutions. This holistic wealth management approach comprises the following services:
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Wealth planning:
by analysing your personal situation and wealth and establishing your long term objectives, we help you structure your wealth in the way that best suits your requirements. This often includes the other services listed below. -
Tax planning:
we prepare solutions to optimise your tax position, including complex cases. Our offering includes analysis of the taxation of retirement fund savings. -
Retirement and insurance planning:
we can analyse your retirement arrangements to ensure that you select the best arrangements to meet your requirements, for example the possibility of early retirement. We also offer the opportunity to take out life assurance policies with attractive legal, tax and inheritance benefits. -
Estate planning:
should you wish to plan the inheritance of your estate, we offer consulting that aims to meet your objectives within the current legislation. The solutions we offer include the establishment of trusts and family foundations. -
Fiduciary ownership:
for those who are seeking maximum confidentiality and clients who opt for the withholding tax regime, we offer a carefully selected network of professionals and appropriate company structures.
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