Peace of Mind
Estate planning is the process of preparing for the distribution of your assets and property after your death.
It helps you to ensure that your assets will be distributed according to your wishes, minimise tax consequences and minimise the cost and delay of probate, the legal process of settling an estate.
For families of mixed nationality or domicile (e.g. one partner is from the UK and the other from Poland) or who have property and assets in more than one country, proper estate planning is even more important and expert guidance is usually recommended.
Here are some key benefits of estate planning in simple terms:
- Control: Estate planning gives you control over what happens to your assets and property after you die. You get to decide who will receive your assets and in what manner.
- Peace of mind: Knowing that your assets and property will be distributed according to your wishes can provide peace of mind for you and your loved ones.
- Avoid probate: Estate planning can help you avoid the time-consuming and costly probate process.
- Minimise taxes: Estate planning can help you minimise taxes on your estate, allowing your beneficiaries to receive more of your assets.
- Protect beneficiaries: Estate planning can protect your beneficiaries, such as minor children, by providing for their financial needs and ensuring that they are taken care of.
In short, estate planning is an important process that allows you to control what happens to your assets and property after you die, minimise costs and taxes, and provide peace of mind for you and your loved ones.
Global Perspective
+ Local Knowledge
Real People with Real Results
From our first meeting in November 2013, Ross struck me as a great listener and observer, as well as a professional financial adviser who asks the right questions in order to mutually define financial targets and investment plans. He is both very knowledgeable on the technical side of financial investments and has great inter-personal skills. Each meeting consists in a pleasant and relevant interaction that is well followed up on and brings value to my family’s financial situation.
I have known Ross for over 10 years now when I still worked in Warsaw. Since I have moved via Prague to Brussels – but have not changed my financial advisor. Why should I? Ross is highly competent, reliable, has a good understanding of an expat’s needs and always comes up with good solutions. Not selling a product at any price, but trying to understand his customer’s needs, providing supporting analyses before coming to a conclusion.
Highly recommended.
In looking for a financial advisor, key to me was to be able to feel that the person the other side of the table was trustworthy and would place my interests at the centre of advice. Ross gave me this feeling the first time we met and the cooperation since then has shown that it is really the case, with excellent support provided throughout the process he has been engaged in.
