Estate + Financial planning

Both individuals and business owners can rely on Aafje

To offer you a comprehensive range of services, RSW also provides assistance with estate planning and financial planning. Aafje van de Waterbeemd is the dedicated advisor who will sit down with you to create a solid estate and financial plan.

Estate Planning for Your Legacy

When it comes to passing on your estate, it’s important to ensure that everything is legally and tax-efficiently arranged. This is an emotional matter, which is why at RSW, we handle it with great care. Our specialists will prepare a personalised plan to ensure your assets are transferred to the next generation in the most tax-efficient way. Additionally, it’s crucial that all tax matters are properly managed in relation to the management and transfer of your estate. Your heirs may be subject to inheritance tax on your estate, but with proper planning, there may be opportunities to reduce this tax liability. It’s vital that all arrangements are seamlessly coordinated.

These are possibilities we would be happy to explore with you, ensuring your personal and financial wishes are central to the process.

We are pleased to advise you on:

• Prenuptial agreements
• Wills
• Lifetime asset transfers
• (Second home abroad)
• Estate administration
• Executorship, management, and trusts

In a personal consultation, we will discuss your wishes and questions and outline the next steps. For the necessary notarial deeds, we collaborate with a notary.

Take control of your financial future through financial planning

Financial planning is about achieving your dreams and goals. This could include early retirement, transferring your business, or helping your children purchase a home. Financial planning begins with gaining a clear understanding of your financial position. Together with you, our specialists will assess your current income and assets. From there, we’ll identify what’s needed to achieve your goals. We also account for events that could impact your financial situation, such as disability, death, or divorce.

Once your (current and future) financial position is clear, we can determine the steps required to pass on your wealth to the next generation in the most tax-efficient way possible.