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.
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.
Now that you’ve sold your business, at what age should you retire? Do you need to buy back pension quarters?
Mr. G. sold his business at age 58 and has savings in his holding company subject to
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