Changes to inheritance tax and succession planning

Changes to inheritance tax in Brazil are affecting the succession planning of families and investors. With states raising ITCMD rates (the tax on inheritance and gifts) and discussions about a possible federal tax, strategies such as lifetime gifts and the structuring of family holding companies have been gaining momentum.

Our partner and Head of Wealth Planning, Roberto Freitas, spoke with @neofeedbrasil about the topic.
The scenario calls for careful planning to protect and optimize the succession of wealth.

Read the full article here.