Lifetime Giving Plan
Lifetime giving plan
How much can the personal reserve withstand, and what must be maintained each year?
Route05of 09
Working promise
A scenario model and route matrix compare a transfer, loan, paper gift and phased route without promising a tax saving.
Formal documents are not offered as open templates. They are prepared or confirmed by the Dutch civil-law notary, lawyer, tax adviser or foreign counsel within their own remit.
What the family retains
Outputs that can be used in implementation
01Transfer Capacity Model
02Wealth Transfer Route Matrix
03Paper Gift Health Check
04Annual Gift Governance Calendar
Family decisions
VB does not choose the human outcome on behalf of the family.
- why capital is being transferred and to whom
- which reserve must not be put at risk
- how independence and fairness should be addressed
Implementation layer
What may require formal documentation
- gift or family-loan agreement
- notarial papieren schenking
- gift-tax return and evidence file