Inheritance tax

Our partner and Head of Wealth Planning, Roberto Freitas, spoke with NeoFeed about the impact of the proposed changes to ITCMD and the growing trend of families accelerating lifetime gifts.

With the new rule set to consider the market value of assets, including illiquid and intangible assets, the cost of succession is likely to increase significantly, creating a sense of urgency around estate planning.

For Roberto, the current moment calls for attention and coordinated action:
“We are facing an important window for estate reorganization. Changes to the tax base and rates are likely to significantly increase the cost of succession, especially for illiquid assets.”

This trend reinforces the importance of structured planning, in a scenario that is expected to become more complex and more costly in the coming years.

Read the full article here.