#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.
Case study: why one TAK 23 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.