Have I made sufficient provisions for the future?

Sufficiently provisioning for the future is vital to safeguard the financial security of owners and their family. In addition to a pillar 3a, a modern pension fund solution is a good way to do this. Company owners frequently underestimate the possibilities offered by the second pillar. With an individual solution for non-obligatory OPA contributions, they can lower their tax burden significantly and use these savings to build up additional assets for the period after they have passed on their companies.

Responsible company owners also plan for in case of emergency. They can put in place a power of attorney dictating who should take over the business if they temporarily or permanently lack capacity and can no longer take decisions for themselves. With a will or inheritance agreement, they can prevent the legal order of succession from applying, which may lead to the fragmentation of the company or disputes within the family.


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