Inheritance & gift

The transfer of assets to the next generation is one of the most significant financial and personal decisions an individual will ever make. The central question whether to transfer wealth during one’s lifetime or through a testamentary disposition cannot be answered in a vacuum. A truly optimized succession plan must balance your personal lifestyle requirements with the diverse legal and tax-related advantages inherent in each approach. Navigating these complexities requires a bespoke strategy that reflects your unique family dynamics and long-term financial goals.

A notarised will or inheritance contract is the most effective way to provide legal certainty and prevent future family disputes. By formalising your intentions now, you bypass the often slow and expensive process of heirs having to apply for a certificate of inheritance later. We ensure your last wishes are translated into a legal document, certified for authenticity, and stored so they are guaranteed to be found when needed.

Transferring assets while you are still living offers significant strategic benefits, from the emotional peace of mind of seeing your affairs settled to the practical reduction of gift and inheritance taxes. Through notarized transfers and close coordination with your tax advisor, we help you protect your wealth from creditors and settle potential compulsory portion claims early.

When a inheritance event occurs, heirs must often act quickly to prove their legal standing to banks and authorities. We provide immediate assistance in drafting and certifying applications for certificates of inheritance and guiding families through the complexities of a community of heirs. Our goal is to handle the legal administrative burden with precision and sensitivity, ensuring a seamless transition of ownership for the next generation.