Webinar replay
Married life
Matrimonial advice
Do you want to manage your money as a couple? That means carefully planning how you manage your assets together, considering what happens if you separate or an inheritance occurs. This will help you keep control of your money, pay less tax, and realise your plans for life as a couple.
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Pension
Fill pension gaps to save tax.
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Loans
Calculate the optimum level of debt to reduce your taxes.
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Taxes
Define your marginal tax rate to plan your strategy.
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Determine how taxes affect your budget.
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Analyse the structure of your savings and investments.
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Identify all the levers you can use to keep control of your taxes.
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Obtain personalised recommendations to reduce your taxes.
Wealth assessment
A wealth assessment gives you a better understanding of your asset situation so you can make informed decisions to achieve your goals.
Divorce
- How can we guarantee our financial security after a divorce?
- How can we manage our joint assets and debts equitably while preserving our individual assets during the divorce?
- How can I minimise the tax implications when dividing my matrimonial property after divorce?
Death or inheritance
- How can we ensure that our matrimonial wishes are respected if one of us passes away?
- How can we financially protect our surviving spouse if one of us passes away?
- How can we minimise tax costs for our surviving spouse and heirs while preserving our matrimonial assets when the estate is passed on?
Retirement
- What income and expenditure do we expect to have as a couple when we retire?
- How can we ensure enough money to enjoy our retirement together?
- What strategies can we use to reduce tax during our retirement?
Debt and liability management
- How can we manage our debts effectively, including mortgages?
- How can we minimise debt-related costs while preserving our assets?
- What strategies can we use to pay off our debts more quickly and save money?
A life project is not something you share with just anyone.
Dedicated experts in every field.
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From investment advice to delegated portfolio management, we are dedicated to safeguarding your capital and securing its growth by identifying investment solutions that align seamlessly with your values, goals, and the assurance of peace of mind.
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Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.
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We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.
Webinars & events
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Academy
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Wealth solutions
Build, grow, and preserve your wealth.
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Pension planning
All you need to know about pension planning for people and for businesses.
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Financing
Financing options for your real estate project.
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Investment
Resources to learn the fundamentals of investment or to specialize.
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