Inheritance management

Business continuity

The consultants of Vallei Accountants are your ideal partner for inheritance management – allowing you to keep calm and carry on with your business in the knowledge that you are leaving your descendants with only the best.

The greatest gift to leave behind

The market is changing, and so is your business. If the figures demand it, you correct your course. But how about your legacy? Who will take care of the legal, fiscal, and financial settlements? The consultants at Vallei Accountants are your ideal partner for inheritance management – allowing you to keep calm and carry on with your business in the knowledge that you are leaving your descendants with only the best.

Our consultants are keen to offer their assistance in terms of:

Financial planning

The smart entrepreneur knows that entrepreneurship is more than managing by numbers and anticipating market developments. It also means considering your financial situation – not just now, but particularly for the future. Whatever the decisions you need to make, allow our financial consultants to support you using their knowledge, expertise, and personal commitment. They are able to zoom in on various scenarios, based, of course, on your personal goals/desires, and tested for their viability – and indicating any areas of attention where necessary. Not a standard plan, but a personal, independent one, that will truly help you in making decisions in important situations. Financial planning can be a very helpful tool in starting or disbanding an enterprise, in marriage, in filing for a new mortgage, in transferring or gifting (part of) a business, in (early) retirement, in divorce arrangements, in mortgage payments, or in arranging a care home.

(Living) will and testament

You may not want to spend time thinking about it, but what will happen to your business after you have gone? And what would be the consequences for the bereaved? Inheritance law involves strong emotions, and can, if not properly managed, result in unpleasant situations. Compiling a living will and testament allows you to decide what will happen to your legacy. At Vallei Accountants, we supervise the documentation of your will regarding your legacy, using our knowledge of you and your business to consult your notary, as well a fielding a legal and fiscal proposal. This way, you will not need to feel concern about the legacy you leave your bereaved – they will benefit from the best possible arrangements.

We are happy to help you draw up best possible last will and testament for restricting the required inheritance tax.

Estate planning

Estate planning is about consulting on (family) assets. The goal: to ensure a smooth transfer and retention of assets. At Vallei Accountants, we focus on the legal and fiscal safeguarding of your assets. This means consulting you about how to best transfer your assets to your heirs in fiscal terms. Of course, the interests and possibilities for the minimisation of loss are greater for larger estates, but even if you have your own business, there may be more possibilities that you are aware of. In addition, estate planning also offers interesting possibilities for those in possession of a house and/or savings.

Our consultants are happy to tell you more, and to join you in considering the various options and possibilities.

Want to make sure the future has been taken care of?

We are happy to help.