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#case study

2 posts

Case study: estate planning across three regions — one family, three tax outcomes

A couple in Antwerp with €2M in assets. Two children in different regions. Three inheritance tax regimes. Here's how the numbers diverge — and what a complete advisory analysis actually looks like.

estate planning inheritance tax erfbelasting regional comparison case study Belgian tax

Case study: TAK 23 — why one product needs five tax answers

A single TAK 23 life insurance product touches insurance tax, income tax, withholding tax, TOB, and regional inheritance tax. Here's what most advisors — and every AI chatbot — miss.

TAK 23 cross-domain tax Belgian tax case study life insurance