Private Banking

30 March 2021

Inheritance calculation

You can avoid unpleasant surprises for your heirs!

Making a calculation of the inheritance tax is a very complex matter. We have to take into account the rules of civil law (for example the impact of the matrimonial property regime, past donations, wills,...) as well as the rules of tax law. Furthermore, the tax rules differ in each Region.

The WAP advisor has the necessary expertise and tooling to produce a precise estimate of the inheritance tax. This is calculated starting from your current asset situation.

Should you wish to limit the inheritance tax for your heirs and align this objective with other wishes, then your WAP advisor can subsequently draw up a financial plan for you.

Would you like more information?