Private Client Services
You have built up a great company during your career and want to transfer this to your children. You want to responsibly address this from a tax and legal perspective. Especially for the issues of high net worth individuals Crowe Peak now offers Private Client Services.
Private client services
When you have built up a healthy business or a nice capital, you want to develop this in the right way and eventually transfer it. You want to share in your success, but you do not want to pay too much tax and avoid risks to your children and spouse. Private Client Services goes beyond tax advice and focusses on your personal situation. It brings you tax and legal advice during major events that have an effect on your capital. Consider here the transfer of business or assets, weddings, wills, immigration, divorce, investment and donations to charity.
Why Private Client Services?
The Private Client service from Crowe Peak addresses both your private and business situation and answers specific questions, such as:
- What inheritance tax assessment can I anticipate receiving and what are the possibilities to lower this or even to avoid it?
- What is the optimal endowment plan without me facing financial risk and ensures that my capital remains within my family?
- What are the tax consequences in the transfer of a business and are there methods to mitigate those effects?
- What should I consider when drafting a will?
- How can I get my children to participate in a tax-friendly way inside my company?
- Is the legal structure of my company fiscally optimal and resistant to any liabilities?
- What are the consequences for my capital when I emigrate?
- Are my wishes financially feasible?
Bespoke Private Client Services
Want to know more about your tax options? Our services are fully customized: according to your financial, tax and legal position, you will receive tailor made advice and action plan. Why not call us for an appointment?