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Asset Management

"When you've made provision, you can enjoy your retirement"

You have sold your business and now you want to enjoy the fruit of all that hard work. The proceeds from the sale will allow to do all those things you have been dreaming about for years. But having all this money is also a worry. After all, it is your retirement fund, and this should be protected. Sound financial planning is required to get the best out of your money. deWaardKramer can help you with this.

deWaardKramer can map out your financial future on the basis of several planning models. We can show you how to match your requirements and your resources. How much income will you need, and how do you want to receive it (dividend or pension)? We can point out the sticking points and suggest ways to circumvent the dangers and thus to reduce the risks to your capital. We can help you with contacts with the banks. We can also make suggestions on how best to provide for your dependants. What will be your partner's financial position if you were to die? What are the possibilities for a tax-efficient transfer of your capital to your children? deWaardKramer has an Estate Planning Practice Group, which will be able to answer these and other questions.