New Year resolutions

2022 The past year has not been easy for many people. Situations have changed regarding income and what people own. A year ago things were starting to look up after two years of social misery and financial uncertainty. Many self-employed workers in the event business...

Is a senior permitted to downsize?

What kind of question is that you will think. Why not? We advise on financial solutions and also do what it takes to realize that advice. Part of that realization is mediation of mortgages. Fred A decades-long client, we call him Fred here, has passed the age of 80,...

Rights restoration Box 3

I have good news if you pay wealth tax in the Netherlands and non-Dutch assets are part of your wealth. You know that the way in which tax on capital is levied here needs to be adjusted. The plans have not yet been fully worked out, but if your tax assessment for the...

What about custody of the children?

As financial advisors, we ask ourselves the question several times every day: ‘What if…? If “a fire would break out in this relationship”, what are the financial consequences? Or if this customer retires, what will be his or her income? For families, for...

Are mortgage advice fees tax deductible?

Many satisfied clients pay us a fee for arranging their mortgage. This fee is often a considerable cost item. This financial blow is softened by allowing these costs to be deducted from your taxable income if the mortgage relates to the “own home”....