Your estate is unique and requires extra care and good structuring. That is why at ING Private Banking, you can count on the Wealth Analysis & (Estate) Planning team: dedicated tax and legal experts who - together with your Private Banker - help you in structuring and transferring your wealth.
Your personal financial plan
We take the time to learn about your family and financial status and to understand your needs and wishes. We take stock of your total assets (in other words: both personal and business, movable and immovable). Armed with this information, we draw up a personal financial plan and help you implement it. Have there been any changes to your needs or your situation, or in the relevant regulations? If so, we will adjust your plan for you.
What can we do for you?
- Estate Planning
- Inheritance Planning: We offer you a clear view of who will inherit what and how much inheritance tax will need to be paid, using an inheritance calculation. We help you draw up an optimal tax and legal plan for the structure of your assets and for transferring them to your successors.
- And more
Specific approach for entrepreneurs and family businesses
Your business and private interests are in permanent interaction with each other. Our advisers will look at your assets as a single whole. We get to know the needs of your business, today and in the future, including for future generations. Where it is necessary, we coordinate seamlessly with your company’s ING Business Banker. Read more about our Family Business Approach.