Inheritance planning

Would now be the right time for you to start your inheritance planning?

When you have built up wealth, it’s wise to carefully plan how to ensure the financial security of your heirs also in the future. We will help you find solutions suited to your situation in order to help you reduce the tax consequences and plan the transfer of your assets in the manner of your choosing.

We also offer our customers legal advisory services to help them manage their investments and personal finances.

Read more about Life Insurance

 

Interested?

  1. Enter your contact details here

    We will contact you to schedule an appointment. In the additional information field, you can include, for example, the best time to call you.

  2. We will map out your needs

    We will review your situation and determine your investment needs.

  3. We will agree on the next steps

    By discussing matters with you, we will be able to offer investment services to suit your situation.