Case Studies
Explore our insights and advice on wealth management
Our Case Studies - Real-Life Situations, Practical Solutions
Wealth management analyses based on real-life scenarios, clearly explained to help you understand, make decisions, and plan for technical issues in the following areas:
legal,
financial and
tax-related.
Some are also written in English for our international clients.
Each article is based on a concrete and realistic case study drawn from actual situations encountered by our clients.
* Each case is anonymized and presented for informational purposes only. Since everyone’s financial situation is unique, these examples are not a substitute for personalized guidance.
Structuring the beneficiary clause: an essential tool for optimizing inheritance rights
This case study examines the key issue of drafting the beneficiary clause in a life insurance policy. It highlights the importance of carefully structuring this clause to enable beneficiaries to receive the proceeds while minimizing the tax implications of the transfer.
Even if it’s really late, we’ll say yes!
After spending several years building up your wealth, the question of how to pass it on arises.
Without proper planning, you could end up losing anywhere from 20% to 45% of your estate! It is therefore essential to ensure your wishes are carried out with peace of mind while saving significant amounts of money.
Taking on debt: a risk or a safeguard for your family?
This case study addresses a common question—the risks involved in taking out a mortgage—and helps clarify the protective role of mortgage insurance.
What loan term should you choose for a real estate investment?
In this case study, Mr. X wants to take out a loan to finance the purchase of a property. He is therefore wondering which loan term would be best.
Selling a furnished property: be careful not to rush into it
In this case study, we will see how Mr. J can save €65,400 in capital gains tax when he sells his furnished rental apartment.
An Early Christmas: A Mother of Two Saves €1 Million in Inheritance Tax
This case study explains how Ms. B. will save €1,000,000 in inheritance taxes for the benefit of her two children and why she is willing to pay €220,000 in gift taxes today.
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