We also deal with tax advisory matters. We cooperate with a tax advisor, with whom we prepare tax returns or maintain accounting or tax records for our clients. As should be the norm in wealth management, we come up with ideas that could be implemented in relation to tax, which we then consult and expand on with the tax advisors.

Again, tax advisory covers quite a wide range of topics: for whom and how to buy assets, how to disburse funds, holding structures in terms of tax and risk optimisation, etc.