If you wish to prevent one of your legitimate heirs from receiving his or her property, we will advise you on the most appropriate decision and take care of the relevant formalities.
At Patrium, we help to instruct your heirs to be aware of their responsibilities and show them how to manage a large inheritance.
We advise you on how to make the best decision for your assets and your loved ones. Together we will devise a plan setting out the handover and control of all your assets.
Our tax and fiscal experts will draw up a tax-optimised plan to minimise the inheritance tax payable on your assets.
If you are thinking of making donations, at Patrium we can advise you on the best options for you.
At Patrium, we have a network of legal and financial advisors who are familiar with domestic and foreign legislation to provide you with the most appropriate solutions.
If you wish to make a written will and are concerned about its validity, we will advise you and explain the requirements needed to comply with current regulations.