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Succession planning and wealth management are
major challenges in ensuring the long-term future of your assets and your business given the constantly changing legal and tax environment. Neoviaq uses its expertise to support you in structuring and optimising your asset transfers, taking the most complex legal and tax aspects into account.
We offer customised solutions for succession planning, including:
Development of tailor-made succession strategies
Design of transfer plans tailored to your personal and family goals, taking your wishes and tax considerations into account.
Tax-optimised inheritance planning
Support with donation and succession strategies to reduce the tax impact while complying with current tax regulations.
Monitoring your professional and private assets
Thanks to our powerful digital tools, we are able to provide you with a comprehensive overview of your assets and a digital safe where you can store all your important contracts. You will be able to access our platform 24/7 and will be able to simulate, for example, the tax and financial consequences of future transfer scenarios.
Drafting of wills and inheritance agreements
Advice and support for the drafting of wills and inheritance agreements, ensuring that the testator’s wishes are fulfilled and providing legal security for the heirs.
Business and share transfers
Support in the context of business transfers to ensure management continuity while optimising the tax aspects related to share or equity transfers.
Optimisation of inheritance and gift tax
Strategies intended to minimise inheritance and gift tax, while maximising possible exemptions and allowances.
Asset protection and hereditary share planning
Establishment of legal mechanisms to protect your assets against external risks and to ensure that they are distributed fairly between heirs.
Structuring of family assets and holdings
Establishment of suitable legal structures to manage and transfer your family assets or business estate efficiently (family holding company, civil asset management company, etc.)
Advice on international succession planning
Assistance with cross-border transfers (BE-LU-DEFR), taking international tax and inheritance laws into account and optimising taxation related to the international mobility of heirs.
Know-how and experience
We use our know-how and experience to help you to achieve your wealth management goals, offering you customised, legally sound and tax-efficient solutions. Thanks to its expertise in succession planning, Neoviaq can help you to plan for the future and ensure that your assets are transferred smoothly to future generations.
Our experts are here to support you.
Jean Poysat
Jean studied Business Administration at the University of Liège and furthered his education with complementary Master’s degrees in Taxation and Finance/Insurance at HEC Liège. After two years in the Belgian banking sector, he joined an international bank in Luxembourg, initially in the tax department, before accepting a position as Wealth Planner in private banking.
Erwin Schröder
After studying business management at HEC Liège, Erwin began his professional career in the reporting and accounting department of an international family-owned group with roots in the East Cantons of Belgium.
Daniel Weinbrenner
Daniel studied economics at the University of Siegen (Germany) after completing his professional training. He wrote his doctoral thesis on “Ecological Tax Reform”during his assistantship with the Chair of Financial Sciences.
Christoph Fank
After successfully completing his university studies in commercial sciences at HEC-ULg in Liège in 2006, Christoph took on his first professional role at NEOVIAQ. Christoph has completed a number of additional training courses over the years, including certification as a real estate agent, developer and property manager/co-ownership trustee in Luxembourg.
