Effective asset and succession planning is not based solely on tax optimisation. The starting point is your family: your wishes, your values, your relationships with one another and the future you envisage.
At Grant Thornton, we offer solutions that are tailored to your unique circumstances and requirements. We work with you to draw up a detailed plan that ensures optimum protection for your assets, provides clarity for your heirs and takes family dynamics into account.
Why is succession planning important?
- Preserve family harmony: Few matters are as sensitive as the division of an estate. Expectations, emotions and a sense of fairness all come into the transfer of assets. By making arrangements in good time, you can prevent lack of clarity or misunderstandings from putting a strain on family cohesion.
- Protect your loved ones: Ensure that your wealth is transferred in accordance with your wishes, while taking care to ensure legal certainty and protect the right people.
- Tax optimisation: Protect your assets by planning ahead.
- Control and peace of mind: Divide and rule! Control is central to our planning approach: a well-thought-out plan allows for the gradual transfer of assets, while maintaining the necessary control, protection and flexibility.
- Transferring values: In addition to wealth, family values, governance arrangements and expectations can also be secured for the next generation.
Asset planning
- Improve your returns: Plan your assets using an optimal structure so that they generate a better return.
- Plan your assets with the future in mind: Structure your assets in good time so that in time they can be transferred to your heirs more efficiently.
- Focus on life’s key milestones: Whatever stage of life you're in, we're here to support and encourage you. From purchasing a home together to expanding your family, and every milestone beyond.
Our Services
- Succession scan: A thorough analysis of your current asset planning situation, so that you can gain an understanding of your estate and the tax liability in the event of your death.
- Strategic planning: We will work with you to develop a sensible strategy for the efficient transfer of your assets. When doing so, we will take account of tax efficiency, family considerations, retention of control and business continuity. Legal and tax support: Advice on the legal and tax aspects of the planning process and drawing up the necessary documents.
- International network: Grant Thornton has offices in over … countries, enabling us to offer tailor-made solutions even for cases with an international dimension.
- Monitoring: Regular review and, if necessary, adjustment of your plans to adapt to changing circumstances.
