If you want peace of mind in case something unexpected happens to you…
A well thought-out financial plan ensures that your wealth is protected and passed on in a way that aligns with your wishes.
Introducing Your Big Picture Plan
Here are the key areas to consider:
Planning for the transfer of your estate if the unexpected occurs
Protect your family and assets with a plan that ensures clarity and financial security, no matter what the future holds.Planning for the orderly transfer of your estate in the longer term
Take a strategic approach to passing on your wealth, balancing fairness, tax efficiency, and your family's unique needs.Lifetime giving
Would you prefer to support your family during your lifetime rather than waiting for inheritance? We’ll help you explore tax-efficient ways to pass on wealth while maintaining financial security for yourself.
When seeking professional advice, it’s important to have a clear idea of potential costs. Our fees are tailored to your specific circumstances and needs, ensuring you receive the right level of support.
Here’s how our Big Picture Plan process works:
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An online meeting where we discuss your family, assets, income, concerns and wishes.
Fee: €550 (VAT incl.)
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We gather all relevant details, provide a detailed written report with tax advice and recommendations, and hold a follow-up meeting to go through everything.
Fee: From €4,900 (VAT incl.)
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Taking steps to plan for your estate or financial future may trigger tax return requirements. Whether it’s due to gifting assets, restructuring ownership, or other financial moves, we can help you navigate the tax implications and ensure full compliance.
We’ll provide clear guidance on any tax returns required and can manage the process for you. During the planning phase, we’ll also offer a separate fee estimate for handling these returns.
Cristín, farmer