Wealth Declaration Form

Wealth Declaration Form Template for Denmark

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Key Requirements PROMPT example:

I need a Wealth Declaration Form for a high-net-worth individual who owns multiple properties in Denmark and abroad, has significant cryptocurrency holdings, and operates several businesses in the EU; the form needs to be compliant with Danish tax authority requirements for the 2025 tax year.

Document background

The Wealth Declaration Form is a crucial document in the Danish legal and financial system, used when individuals need to provide a comprehensive overview of their financial position to authorities or financial institutions. This document is typically required for tax compliance, loan applications, legal proceedings, or estate planning under Danish law. The form encompasses all aspects of an individual's wealth, including real estate, financial assets, business interests, and liabilities, ensuring compliance with Danish financial regulations and tax requirements. It serves as an official record that can be relied upon by various stakeholders and must be completed with utmost accuracy and completeness, as false declarations can have serious legal consequences under Danish law.

Suggested Sections

1. Personal Information: Declarant's full name, CPR number, address, and contact details

2. Declaration Statement: Formal statement confirming the truthfulness and completeness of the declaration, including the reporting period

3. Real Estate Holdings: Details of all property owned, including addresses, purchase prices, current market values, and mortgage information

4. Financial Assets: Bank accounts, investments, stocks, bonds, and other financial instruments, including account numbers and current values

5. Business Interests: Ownership in companies, partnerships, and self-employed businesses, including percentage ownership and valuation

6. Personal Property: Valuable personal possessions such as vehicles, jewelry, art, and other assets exceeding specified value thresholds

7. Liabilities: All outstanding debts, loans, mortgages, and other financial obligations

8. Income Sources: Regular income streams including salary, business income, rental income, and investment returns

9. Certification: Signature section with date and declaration of accuracy under penalty of perjury

Optional Sections

1. Foreign Assets: Section for declaring assets held outside Denmark, used when the declarant has international holdings

2. Trust Beneficiary Status: Details of any trust arrangements where the declarant is a beneficiary, included when applicable

3. Pension Arrangements: Private pension schemes and retirement accounts, included for comprehensive wealth assessment

4. Recent Disposals: Section for declaring significant assets disposed of in the reporting period, used when relevant

5. Contingent Liabilities: Potential future obligations such as guarantees or pending legal claims, included when applicable

6. Digital Assets: Cryptocurrency and other digital asset holdings, included when the declarant owns such assets

Suggested Schedules

1. Schedule A - Property Valuations: Official property valuations or professional appraisal reports for real estate

2. Schedule B - Bank Statements: Recent statements from all financial institutions showing account balances

3. Schedule C - Investment Portfolios: Detailed statements of investment holdings and their current market values

4. Schedule D - Business Valuations: Professional valuations or financial statements for business interests

5. Schedule E - Vehicle Registrations: Documentation of vehicle ownership and valuations

6. Schedule F - Debt Documentation: Statements showing outstanding loans and other liabilities

7. Schedule G - Tax Returns: Copy of most recent tax returns for reference and verification

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

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Let's create your Wealth Declaration Form

Authors

Alex Denne

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