2 minSuccessful estate planning
Stefania Bidoli & Anne-Lise Grandjean Planning early is vital. Being able to pass on what you have built up to those you love requires thought and forward planning. Preparing to transfer your estate allows you to anticipate the future, to evaluate the potential impacts and also to protect your loved ones, your assets and your business. Find out what you can do with Stefania Bidoli, Tax Adviser. Planning early is vital. Being able to pass on what you have built up to those you love requires thought and forward planning. Preparing to transfer your estate allows you to anticipate the future, to evaluate the potential impacts and also to protect your loved ones, your assets and your business. Find out what you can do with Nicolas Vendredi, Private Banking Adviser Senior.
Estate planning – preparing ahead
There is no right time to start estate planning. But it is vital to start thinking about the future as soon as possible. Thinking about it while you are still alive is essential. Passing on your wealth is a sensitive part of life that must be carefully thought out and prepared.
Talking about it with all the parties involved makes it possible to evaluate all the tax and asset-related consequences of your life decisions, to ensure the continuity of the estate as well as harmony within the family and, if applicable, the business.
The importance of calling on experts
What do you want to pass on? What can you pass on? Who do you want to pass it on to? How best to start? These are all questions that underline the importance of getting professional guidance to shape your thinking. There are many different life situations, and each needs to be listened to and considered with care. This is why we recommend calling on experts to guide each individual client to appropriate personalised solutions, whatever the complexity of their situation.
We support our clients in organising the handover of their assets, in some cases across several countries. We can also put them in touch with specialist notaries, lawyers, accountants and tax advisers. At Banque de Luxembourg, we are committed to supporting our clients in all these stages of their lives that are so important for them their families.
