Financial planning

Financial planning is about realizing dreams and goals, for instance early retirement, the transfer of your company/undertaking or to support your children with the purchase of a house. Financial planning starts with providing insight into your financial position. RSW, together with you, will map out your current income situation and your assets and subsequently looks at what is needed to achieve these desired goals. We also take into account events that could affect your financial situation. Think of disability, death and divorce.

If the (current and future) financial position is clear, we can determine which steps need to be taken to transfer your assets from one generation to the next as tax-efficiently as possible. RSW is happy to help you in this field of Estate Planning.