Ownership and valuation of goods to be gifted
Provide the report with date and name of the appraiser. If there is no valuation yet, do not order one without consultation: first discuss what valuation is needed.
To review
YOUR PREPARATION · GIFTING
Specific documents for your meeting. Indicate what is ready, where you need help, and what is not applicable.
Prepare what you already have. A missing document is no reason to postpone your first appointment. We will discuss what we can obtain for you.
No items marked yet.
Which documents should I provide?
Bank certificates and provenance of funds
Request the document from your bank or download it from your own online banking environment. State the date and file reference. Provide statements, never passwords or access codes.
To review
Share register, statutes and valuation in case of shares
Request the most recent version from your accountant or company manager. Add changes and attachments; the office determines which additional reports are needed.
To review
Previous deeds of gift
Provide the full text and any amendments. Look in your deed folder or Mijn akten. Not everything is digitally available; if necessary, indicate which office drafted the deed.
To review
Marriage contract and data of donees
Provide the full text and any amendments. Look in your deed folder or Mijn akten. Not everything is digitally available; if necessary, indicate which office drafted the deed.
To review
There are no open items in this view. You can disable the filter to review everything again.
What do we record?
We examine the documents and legal implications. You do not need to work out the arrangement yourself beforehand. We will agree on which missing documents we can request.
A check mark means you have prepared this item. It does not mean that the office has already checked the documents or that your file is complete.
You want to review this together
This overview will not be sent. Bring it with you to your appointment or discuss it at your first contact.
Continue later
We only save your choices regarding these documents in this browser, no names or case documents. Do not use this on a shared device.
You provide your documents through the channel agreed with the office. No documents are uploaded or choices sent on this page.
View my preparation
You save this for your own consultation. The office does not receive anything via this button.
"An honest no may temporarily grate yet be more caring than a yes that later turns into resentment."
Your questions, step by step
Helping someone with a gift can mean a lot. We also consider what you yourself need to retain, so you can make an informed decision.
Why do I go to the notaire for this?
A gift reduces your assets. The notaire helps assess what you can spare, which form fits best and which conditions provide protection.
Not every gift of money requires a notarial deed.
How do I gift money, investments or shares?
Determine what you need to keep for yourself and what you want to give.
Discuss the gift, conditions, taxes and consequences for other heirs before the transfer.
Execute the chosen form correctly and keep the supporting documents.
How does this proceed and how long does it take?
There is no fixed preparation period. The tax consequences depend among other things on the form, registration, date and fiscal domicile.
Have the applicable rules checked before making the gift.
Which documents should I provide to the notaire?
What does the notaire do and investigate?
- Are you the owner and can you gift the assets?
- Which form, conditions and registration apply?
- What are the consequences for other heirs and the tax?
- Do you retain sufficient means and the desired protection?
We agree on which searches the office will conduct and which information you, your bank or another expert will provide.
What should I pay attention to before I sign?
Check the amount or goods, the recipient, any return in case of earlier death and what income or control you retain. A gift already made cannot simply be revoked.
Is a passage still unclear? Feel free to ask for an explanation with an example from your own situation. Only sign when you understand what you are agreeing to.
What else must I arrange afterwards?
Keep deed or bank certificates and accompanying agreements. Monitor any conditions and registration.
Report the gift in later succession planning.
Which practical tips can help me?
Do not first make a gift and only then discuss conditions. Determine in advance what you want to protect and which form is necessary for this.
What do these words mean?
- Movable property
- for example money, securities and shares.
- Donee
- who receives the gift.
- Usufruct
- the right to use an asset or to receive its proceeds.
Where can I find more explanation or help?
You do not have to phrase your question in legal terms. Tell what concerns you, what you want to arrange and if an important date is approaching.
We will look together at the next step. We agree in advance on how the office will assist you and what costs are involved.
Ask your question to the officeMake an AppointmentGeneral explanation for your preparation. The rules and documents that apply to you are determined based on your file.