Bank gift
Legacy for your loved ones
Make a bank gift
A bank gift is tax-friendly and easy to do if you know what to look out for.
Find out how it works here.
A bank gift can be broken down into four steps:
1. Registered letter of intent
Registered letter of intent from the giver/givers to the beneficiary/beneficiaries.
It is important that the envelope containing the registered letter is not opened so it can be proven to the tax authorities that the letter was inside the postmarked envelope. That is why the letter of intent is also sent by standard mail, which may be opened.
2. Asset transfer
Transfer of the assets to be given to the account of the beneficiary/beneficiaries without a reference.
3. Supplementary agreement (pacte adjoint)
Drafting and signing of the supplementary agreement ('pacte adjoint') by all parties. All parties have to sign the supplementary agreement on the last page. They also have to put their initials on each page.
4. Send supplementary agreement by registered mail
One party (the giver/givers or beneficiary/beneficiaries) then sends the supplementary agreement by registered mail. It is important that the envelope containing the registered letter is not opened so it can be proven to the tax authorities that the letter was inside the postmarked envelope. That is why the supplementary agreement is also sent by standard mail, which may be opened.
At ABN AMRO MeesPierson, we are happy to help you prepare and execute a bank gift.
5. More information?
The ABN AMRO MeesPierson specialists can assist you in making a bank gift. Get to know our experts and find out how they can help you achieve your goals.
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