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Preparing for an inheritance

A mixed feeling

Receiving an inheritance has two sides. On one hand, you have to say goodbye to a loved one. On the other hand, you may want to give the inheritance you receive a meaningful destination or do something special with it. We are pleased to help you with solutions to prepare for your inheritance

Three questions to ask yourself when it concerns an inheritance

Do I want to accept the inheritance or not?

The first question is: do you want to accept the inheritance? And if so, in what way? You can choose between (outright) acceptance, rejection or acceptance under the benefit of inventory. It is advisable to consult a notary about this.

Invest or pay off loans?

It is a good idea to think about what you want to do with your inheritance. Options include investing or paying off your mortgage loans. Gain insight into the different options and discuss them with an adviser. 

Who will inherit my assets?

Now that you have assets, it is also important to establish this properly for the next generation. To whom do you want to bequeath or perhaps will you donate some of your assets?

Support when it counts

Receiving an inheritance can be complicated. Assets are often spread out and not stored in one place. On top of all that, you have to decide what you will do with your inheritance: perhaps you want to pay off your (high) mortgage faster. Or would you rather invest? If you have children, you might also be wondering how to prepare them for an inheritance. While you are encountered with these questions, you are also dealing with a loss. We are more than happy to assist you with answers to your questions during a challenging time.

Our solutions for wealth transfer

Wealth planning

With Wealth Planning, you will acquire an overview and can see the immediate financial impact of your choices.

  • Analysis of your situation
  • Clarity for now and later
  • Our expertise makes it easier for you

Next

With Next, our clients’ adolescent children can prepare themselves for wealth in an interactive way.

  • For young adults of 18–35 years old
  • Own Next Coach
  • Access to Next Academy
Compass

Connect

Are you going to inherit assets from your parents (soon)? Connect allows you to prepare yourself well for the future.

  • Especially for children of our clients (aged 35 and over)
  • All the benefits of Private Banking
  • Support every step of the way

Frequently asked questions about receiving an inheritance

Want to discuss receiving an inheritance?

Do you have a question about receiving an (upcoming) inheritance or would you like to meet us without any obligation? If so, please contact us. We look forward to meeting you.

Call me back

Send us your contact information and we will call you back within two business days.

Interested in Private Banking?

We are available on business days between 09.00 and 17.00 to exchange ideas.