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: 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,- |
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) 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
