There are various reasons why somebody may want to gift their assets. You may want to give someone some financial support so that they can buy a house, fund a study programme or live more comfortably. You can also make an advance inheritance payment as you may prefer to give a gift during your lifetime. But what is sensible, which things do you need to consider when you give a gift and how do you give a gift tax-free? Moore DRV’s tax advisors are here to help you transfer your assets in a way that is favourable. Especially for high-net-worth directors and major shareholders and private individuals, we have our specialist team that operates under the name Zantboer & Partners.
If you want to transfer assets regularly, we can draw up an estate plan. The plan will factor in the tax benefit that the gift will bring as well as aspects such as protecting the gifted assets. We will also support you in complying with any administrative obligations that may arise from gifts received.