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Wealth planning

As you enter different life phases, your financial targets should change to match your needs. We can help you achieve your long-term and short-term targets related to wealth and inheritance planning. Our skilled advisers, together with our network of external specialists, can help you make the best decisions based on your individual needs.

Inheritance planning

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Questions about inheritance and generational change can suddenly be relevant. It is often easier to delay planning for such events, but time spent on planning inheritance issues will often make the distribution of a deceased’s estate less complicated and time-consuming. In addition, you can also save inheritance tax. Read more about inheritance planning

Taxation

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As a customer of DNB Luxembourg you are obliged to keep yourself informed about the tax rules applicable in the countries of your citizenship, residence or domiciles with respect to bank accounts and financial transactions.

Read more about taxation
Contact us
Weekdays 8:30–17:30 CET
+352 45 49 45 1
Factors to consider:
  • your personal and financial
    circumstances
  • your expected future
    income/capital needs
  • your pension plan
  • matters related to inheritance
    and generational change
  • national and international
    taxation
  • property
  • company ownership and exit
  • how to structure assets