A) Young Expat Rate
Pension and wealth optimization has the highest impact when started at a young age.
To stimulate Expats under the age of 30, we gladly offer them our special 'Young Expat Rate'.
| Personalized financial planning memorandum regarding State/Occupational/Private Pensions and extensive Investment explanation plus advice: | |
| Compact Version | €150,- |
| Standard Version | €250,- |
| Extended Version | €400,- |
B) Zoom Approach
Zoom approach for client who prefers a (first) quick check and advice.
We love these Zoom calls as they are energetic and directly answer our client’s questions.
You can choose between a 40/60/80 minutes Zoom and each has 3 versions:
| 1] Fixed fee for 40 minutes Zoom consultation: | €145,- |
| 2] Likewise plus email confirmation afterwards of the essence: | €185,- |
| 3] Likewise plus more elaborate confirmation by separate document: | €225,- |
| 1] Fixed fee for 60 minutes Zoom consultation: | €195,- |
| 2] Likewise plus email confirmation afterwards of the essence: | €235,- |
| 3] Likewise plus more elaborate confirmation by separate document: | €275,- |
| 1] Fixed fee for 80 minutes Zoom consultation: | €260,- |
| 2] Likewise plus email confirmation afterwards of the essence: | €300,- |
| 3] Likewise plus more elaborate confirmation by separate document: | €340,- |
C) Memorandum 'Light'
| For clients without many existing pension claims but who do prefer substantial information for optimization going forward: | €685,- |
D) Pillar 1: State Pensions
| Advice optimization Social Security Coverage | €195,- |
| Likewise including implementation | €235,- |
E) Pillar 2: Corporate Pensions
| Advice on transfer of pension capital | €195,- |
| Likewise including implementation | €235,- |
| Meeting, advice and memorandum on pension optimization | €475,- |
| Likewise including implementation | €550,- |
| Product Search/Analyses/Implementation of the best DB Pension Terms | €635,- |
| Total project New Pension Plan including meeting, product selection, by law required at least three quotes, memorandum and implementation | €3.475,- |
| Total service for UK person with requested optimal Dutch corporate pension pay-out | |
| Fee for first claim | €1.175,- |
| Additional fee for each additional claim | €750,- |
F) Pillar 3: Private Pensions
| Private annuity: Tax calculation 'Jaarruimte' | €55,- |
| Private annuity: Tax calculation 'Reserveringsruimte' | €135,- |
| Private annuity: Product selection, advice, memorandum and implementation | €455,- |
| Private additional next of kin coverage: Product selection, advice, memorandum and implementation | €525,- |
G) Dutch Pensions Summary
| 8 page English summary of Dutch State/Private/Corporate Pensions including international tax aspects | €945,- |
H) Investment Services
| Basic Investment Memorandum as solid first introduction to investing including all relevant aspects | €235,- |
| Personal Risk Profile and Portfolio screening plus Recommendations and Summarizing Memorandum | €325,- |
| Complete Investment Memorandum: Personalized legal, tax, risk and investment profile and options including assistence with implementation | €675,- |
| Complete Investment Memorandum: Personalized legal, tax, risk and investment profile and options including extensive service during new funds selection | €945,- |
| Annual portfolio call with client who prefers more guidance including summarizing mail | €125,- |
I) Tax Objection Procedure
| Start and handling of objection procedure at Dutch Tax Authority | €740,- |
J) National Projects
| In general we look into the related Pillar 1-3 aspects. | |
| Which results in adding up the figures as described above. | |
| Total optimization requires in general at least 6 hours | €1.170,- |
| Once we have received all documents, we will give the exact quote. | |
K) International Projects
| In general we look into the related Pillar 1-3 aspects per country. | |
| Which results in adding up the figures as described above per country. | |
| Total optimization requires in general at least 10 hours | €1.950,- |
| Total optimization for more complex cases requires in general at least 20 hours | €3.900,- |
| Total optimization for complex cases requires in general at least 30 hours | €5.850,- |
| Once we have received all documents, we will give the exact quote. | |
L) Family Office Services
Standard annual services fee
(Four times quarterly investment analyses memorandum plus evaluations with client) | €1.560,- |
| Additional services at project quote or at hourly fee of €195,- | |
M) High Net Worth Individual Services
The fee depends on the specific situation of our client.
In general it requires at least 25 hours and a related fee of € 5.000,-. | |
| Additional services at project quote or at standard hourly rate of € 195,-. | |
N) Company Training
| The rate for a two hour training is € 375,- per participant with a minimum of € 2.625,-. | |
| Which is all inclusive except for 21% VAT and international travel costs. | |
*
Excluding VAT, 10% office costs and transportation costs of € 0,50 per km
No VAT regarding advice on pension products
