Support to collaboration for wealth and estate planning using the SEPlanS platform

Abstract

When it comes to tax duties, Belgian fiscal authorities never forget a citizen. Not only that his revenues, whatever they are, are taxed along all his life but, when he dies, an important part of his assets is taken by the state as a death tax, to be paid by his heirs. Consequently, many Belgians are looking for strategies to minimize these taxes and are helped in this task by advisers who offer several forms of support, often consisting of investments or take actions being bought. However, wealth and estate planning is actually a very complicated and highly unstructured process. In this paper, we identify the profiles of the key players, present the SEPlanS platform and analyse how it can contribute to support collaboration among them. © 2012 Springer-Verlag.