Articles

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

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,...

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 example,...

Five insights to improve your investments’ return

Investing is necessary for most people in this day and age. The reasons may be familiar to you: The pension schemes are being reduced and therefore equity is needed to supplement your ‘income for later'.Inflation causes your future buffer to decrease too much and so a...

Quarrels occur in every family

A disagreement is easy to arise and if you are open to the opinion of another person, it can end with the observation that you do not agree and that everyone goes her / his way. Without going into the reason, we all know that a disagreement can grow into something...

What is going on with the Dutch wealth tax?

In recent weeks, considerable unrest has arisen in the financial press and Dutch politics about the Dutch wealth tax. Taxpayers with mainly savings have been hoping for years against paying taxes on a theoretically determined, and in recent years way, far too high,...

What about the children?

More than one in three Dutch marriages ends in divorce. We therefore regularly encounter this with couples that we advise in the field of insurance and mortgages. The house In addition to emotions, a divorce often leads to questions in the financial field. For...

Financial advice pays itself

In the past 12 months we have been providing you with a number of financial topics to consider. For many of you, managing your mortgage costs have been important in especially the second half of 2020. It still is an important item for most but we see many have taken...

Making the most of pension tax relief

Many expat clients do not participate in a Dutch pension scheme. Sometimes the employer does not offer participation in such scheme because its Dutch size of business would make it very expensive to set up. Or it elects not to make decisions for the employee and...

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