Personal – Family Wealth Estate Planning 

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Our tax advisory team at CSB Group understands that Family Wealth and Estate Planning requires appropriate planning. We ensure that your wealth can be transferred in a tax efficient and legitimate way to the desired beneficiaries.  

Wealth & Estate Planning

 

We always advise that earlier planning is of utmost importance in order to take advantage of the tax opportunities available at the time. Moreover, Family Wealth and Estate Planning may be optimised through vehicles such as Trusts and Foundations. One of CSB’s subsidiaries, CSB Fiduciaries and Trustees Limited is licensed by the Malta Financial Services Authority (MFSA) to assist clients with their family wealth and estate and ensure that such are safeguarded for continuity and succession purposes.  

It is also of utmost importance that if you plan on transferring an estate or plan the family wealth, adequate provisions are made, which also include the spouse. Our team at CSB is skilled to offer professional advice  and expertise to support you in the process of your family wealth and estate planning.

Need our assistance with Wealth & Estate Planning?

Key Contacts

Franklin Cachia

Senior Manager Tax & Regulated Industries

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Malcolm Ferrante

Senior Manager Business Development

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OUR SERVICES

Tax Services

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Need our assistance with tax services?

CSB Group has more than 30 years of experience and the expertise needed to help you with all your tax service needs.

Smarter business
starts here.

T: +356 2557 2557

F: +356 2557 2558

E: [email protected]

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Get in Touch with NAME