Wealth strategy and executive pension assessment

Helping business leaders manage their personal affairs is one of the team’s core competencies. Our chartered accountants partner with leaders to develop tailored strategies that address their needs through.

Checking both personal and professional situations.
Planning and shielding the belongings.
Managing social rank and pay.
Getting Started with Personal Tax Returns (income tax, property wealth tax).
Carrying out an retirement evalu

Wealth Strategy

Keep your assets work and future-proof proportionate

Thanks to our close ties with business leaders, BDO’s chartered accountants have a good understanding of social protection, retirement planning, cash flow management and remuneration optimisation. We have a global perspective on your business that helps us add genuine value when managing your wealth.

BDO provides a tailored approach that develops a wealth strategy unique to you.

Business Leaders' Challenges

Organizing, growing and transferring wealth
Optimizing income
Reducing tax burdens
Handling financial assets without wasting time

Protecting family members
Preparing for retirement
Transferring wealth
Selling a business

Preparing for Retirement: Start Early

Whether retirement is near or far, the earlier you prepare, the better. Let’s plan together to secure the retirement you deserve:

How can you optimize your retirement and increase your income?
What are your potential needs for additional income streams?

We help you identify the right solutions, from retirement savings plans to investments and optimization strategies, so you can enjoy the best possible retirement when the time comes.

What’s the Best Income Strategy?

Preparing for a leader’s retirement requires a thorough review of their personal situation, which is intricately linked to the business.

Tax, social, and wealth considerations can be complex for the leader, their family, and their business. That’s why partnering with a chartered accountant who specializes in these areas is essential to develop the optimal retirement strategy:

Expertise in corporate tax law.
Mastery of the nuances of social protection for leaders.
Knowledge of tax rules, savings products (life insurance, REITs, etc.), and retirement planning products (PER, PERCO, Madelin, etc.).
Understanding of the implications of wealth transfer for leaders.

Our team can effectively advise leaders on:

Adjusting contributions to achieve target income levels and durations.
Identifying the most relevant additional payment solutions or retirement savings plans.

Determining whether the business or the leader should bear the associated costs, based

BDO’s Expertise in Retirement Planning

Our experts support leaders in the following areas:

Career audits.
Retirement amount simulation and optimization.
Identifying and addressing career discrepancies with retirement institutions.
Determining the full retirement age.
Studying early retirement options for a well-planned and secure transition.
Protecting family members (e.g., survivor’s pensions).

BDO provides comprehensive support to help leaders plan their future with confidence and security.

Leadership