Income, wealth and inheritance tax, planned in advance.

Personal tax

A family’s tax is not improvised in June: it is planned throughout the year.

We handle income tax, wealth tax and family tax planning, coordinated with everything else you own.

Why it matters
I

Planning

Tax decisions taken in good time.

II

Accuracy

Figures with source and date, and no surprises.

III

Coordination

Tax aligned with succession and investments.

What is included
  • Income tax return
  • Wealth tax
  • Family tax planning
  • Review of the family’s structure
Who it is for
  • Families with wealth of €500,000 or more
  • Business owners who want to organise their personal wealth
“There is a tax risk worth resolving this year.”
Pearson Specter · Private Clients

Guidance only, based on the rules in force at the date. It does not replace advice on a specific case.

A first meeting commits you to nothing.

Tell us about your situation. We will reply within 24 working hours, in strict confidence.