Articles

We regularly publish about matters related to our field. Below you will find an overview.

Tenants have financial risks too

People often think that financial advice only makes sense if, for example, you own a house. Nothing could be further from the truth. The same applies to tenants. Are you or is your child looking for a house? The following is then probably of interest for you. Housing...

Please avoid inheritance tax surprises

We meet many entrepreneurs and help them planning taxes, also when they will die. Its purpose is making sure that as much as possible of someone’s hard earned wealth lands at the intended recipient, which is rarely the tax inspector. The primary beneficiary of the...

Giving is an art

Recently the Amsterdam Rijksmuseum announced it is the beneficiary of its largest donation ever, €12.5 million, from an anonymous benefactor. It enables the museum to do more spectacular events and exhibitions. Wonderful of course; art is an important element to color...

Dutch wealth tax: difficult

They are still there, and with more: reports of disappointed people with taxed assets above the exemption (2023: €57,000 as a single person, €114,000 for tax partners).  Despite a clear instruction from the highest Dutch court (the Supreme Court), our implementers of...

Bank relationships may be weaker than you would like

Since the Twin Towers attack in 2001 much has changed in the banking sector, and the Netherlands is no exception. A significant consequence has been the intensified and worldwide government hunt for terrorism and its enablers. One of these enablers is money. In the...

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,...

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