Transfer of accumulated wealth to designated persons is not always easy, especially when we are dealing with high-value and diversified assets.
This is why we offer reliable solutions which allow you to secure accumulated wealth and transfer it in an optimal manner, without additional tax charges.
There are many reasons for the proper planning of transfer to successive generations, in particular when the investor:
- intends to transfer the highest possible amount to indicated beneficiaries with a minimum delay
- wants to be sure that the wealth will be divided at his discretion and that the needs of every beneficiary will be met.
In cooperation with external partners, mBank offers reliable solutions that assure the achievement of goals in this respect.