Inherit and gift

For Forvis Mazars, estate planning is customization. From an integrated approach, we keep an eye on the relevant financial parties, (tax) structures, international issues and constantly changing laws and regulations. In addition, we help you by providing an overview of your financial and tax position, providing practical information about the development of your assets and providing services in the relevant areas of expertise. In all cases we do this through personal contact and short lines of communication.

Estate planning

Our experienced and independent specialists will be happy to discuss with you whether your will (still) matches your wishes and whether you make use of all the available tax options. We help you capitalise on tax opportunities, for example by making optimum use of tax facilities and exemptions.

Estate settlement

After death, the estate must be settled. Our experienced and independent specialists can assist the executor and/or heirs. Attention will be paid to the settlement of both private and business assets, from both a civil and a tax perspective.

Tax returns

Our specialists can also advise you on tailored tax returns. Taking into account the interaction between civil and tax aspects, they can assist you after a gift, death or winding up of an estate by filing the appropriate gift, income and/or inheritance tax returns.

Forvis Mazars can help you

The Forvis Mazars specialists recommended wealthy individuals at national and international level, on both private and business assets. For your private assets, our advice focuses on matrimonial property law, inheritance law and gift, inheritance, income and transfer tax. For your business position, it is mainly about structuring based on strategic themes such as continuity, control, financial and fiscal interest.