Thursday, september 9, 2010
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Individuals


Tax optimization

To ensure that investments are tax-efficient, Meeschaert Gestion Privée first examines each client's specific situation and compares it to their objectives.

The various legal options are then examined to propose investment vehicles that best suit the client's goals and plans.

In the most complex cases, our financial planning specialists look for solutions that optimize tax-efficiency for all of the various components of the estate.

Some low-tax or tax-free products may then be selected, in specific proportions, depending on the client's expected rate of return and willingness to accept risk.

Clients may also have Meeschaert's specialists assist them with their personal income tax and ISF wealth tax returns.

 
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