Rates/Details

 

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) Piller 1: State Pensions

Advice optimization Social Security Coverage €195,-
Likewise including implementation €235,-
 

C) Piller 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 €1.975,-
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,-
 

D) Piller 3: Private Pensions

Private annuity: Tax calculation 'Jaarruimte' €55,-
Private annuity: Tax calculation 'Reserveringsruimte' €135,-
Private annuity: Product selection, advice, memorandum and implementation €425,-
Private additional next of kin coverage: Product selection, advice, memorandum and implementation €525,-
 

E) Dutch Pensions Summary

8 page English summary of Dutch State/Private/Corporate Pensions including international tax aspects €945,-
 

F) Investment Services

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,-
 

G) Tax Objection Procedure

Start and handling of objection procedure at Dutch Tax Authority €740,-
 

H) 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.  
 

I) 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.  
 

J) 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,-  
 

K) 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