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Anticipate Giving to your children: a well-considered transfer of your assets.
A well-prepared gift allows you to anticipate your inheritance and take advantage of tax benefits, but also to support your children in their dreams and projects today.
At CapitalatWork, we ensure that this step brings you peace of mind. We take care of the complexity and guide you through this process, so that your transfer is balanced, transparent and fully in line with your expectations.
Secure Why choose a gift?
A gift is more than a financial transaction: it is part of your estate planning. By taking action now, you avoid uncertainties and complicated situations later on. Perhaps you would like to retain control over your gifted assets, or you would prefer to transfer them in stages. This creates peace of mind – for yourself and your family.
What types of gifts are there?
Every family is unique, which is why we tailor the type of gift and the terms and conditions to your wishes and objectives.
Here are a few examples:
The bank gift : This is a common form of gift. It involves transferring an investment portfolio or sum of money in full ownership to your child or partner. No solicitor is involved.
Notarial gift with reservation of usufruct : This allows you to transfer an asset while retaining control over its management or the income it generates. A particularly suitable solution for real estate or certain investment portfolios.
Gift in undivided ownership : In this case, the donated assets are divided equally among your children to prevent later disputes over the inheritance.
Transfer How can we take care of things for you?
A gift requires correct legal, fiscal and practical execution. That is why we work together with solicitors and asset specialists to take care of everything for you.
Our approach is personal and transparent:
We analyse your entire estate.
We take your financial needs, family values and future plans into account.
We develop a strategy that provides peace of mind and confidence – today and for future generations.
Would you like to arrange a gift for your children?
Our experts are ready to guide you every step of the way.
