Your path to wealth and prosperity
The tax advisor not only knows the financial circumstances of his clients very well, he/she is often also aware of the sensitivities of the family and enjoys the trust of the client and the family members. The tax advisor as investment advisor advises
- Building your own retirement savings,
- Safeguarding family assets and business assets,
- Minimizing inheritance and gift tax on the transfer of assets,
- Minimizing inheritance and gift tax on the transfer of assets,
- Investments in real estate, companies and company participations and the resulting tax consequences.
As tax advisor , we will not recommend any specific financial product, asset or investment because, on the one hand, it may be associated with the professional law of the tax advisor is not compatible and, on the other hand, independent advice is not possible. With us, you receive fair and independent investment advice that takes into account your actual life situation. The tax-optimized wealth planning involves the transfer of wealth to the next generation. The most important factor to inheritance tax to avoid it or even to get out of its way is time.
Asset planning includes:
- List of existing assets such as money, financial assets, real estate, valuables, company participations, business assets
- Analysis of financial means and reserves and asset situation
- Development of an individual asset strategy
- Planning the tax-optimized transfer of assets
- Regular control and adjustment of the asset strategy to the current operational and family situation
During our initial wealth management consultation, you will be asked many questions designed to provide an accurate picture of your actual wealth situation.
- Is the private home debt-free?
- Does the company have a liquidity plan?
- What precautionary measures such as entrepreneurial wills, testamentary wills, living wills and health care powers of attorney have been taken?
- How have you provided for old age?
- What happens to business assets when a business is given up or transferred?
- Has any thought been given to business succession?
From this you can see that the concept of "Wealth advice" is much broader than it is in daily life. In most cases, the focus here is only on specific savings and investment objects. Wealth advice is retirement provision, pension planning, family protection, asset protection as well as tax-optimized transfer of assets in the case of inheritance and gifts.
Financial literacy
Financial literacy, also known as financial competence or financial education, is a concept that assumes that consumers can be put in a position to acquire financial knowledge and thus be able to independently solve problems in the area of financial services, for example.
Wikipedia
"Knowledge is power" is a popular saying. However, we at SolveTax believe that "knowledge is freedom". We want to actively promote general economic education.Basically, we recommend reading reference books, following certain financial youtubers, financial bloggers and exchanging ideas with already experienced friends, acquaintances and family.
However, if you have a specific need, we can offer you financial coaching on request, which will specifically address and explain your questions, as well as teach you basic principles of dealing with finances and insurance. Learn how to handle your finances and build a fortune.
However, if you have a specific need, we can offer you financial coaching on request, which will specifically address and explain your questions, as well as teach you basic principles of dealing with finances and insurance. Learn how to handle your finances and build a fortune.
We help you become wealthy
Please feel free to contact us for a non-binding preliminary discussion
