Inheritance and Gifts
We are a partner at your side. In planning and implementation.
Inheritance and Gift Tax
What is Meant by Inheritance and Gifts?
The transfer of wealth. If assets are transferred during a person’s lifetime, this constitutes a gift. Assets bequeathed after death are considered inheritance. If you need help with an inheritance or want to plan the transfer of your assets, we can be a partner at your side.
Planning a Transfer of Assets
The passing of wealth to the next generation should be planned out long before death. By planning early and systematically, it is possible to avoid inheritance and gift taxes almost entirely.
This allows the benefactor to transfer their estate in accordance with their own wishes. And that is the best way to avoid conflict among the future beneficiaries.
The Consulting Services We Offer
Our custom-tailored guidance helps you maximize efficiency while optimizing your tax liability:
- Preparation of inheritance tax declarations
- Joint inheritance settlement
- Will executorship
- Direct taxation of inheritance
Advantages
- Planned transfer of assets
- Joint inheritance settlement
- Security for the benefactor
- Security for the beneficiary
- Professional meditation to avoid disputes
- Will executorship
- Civil and tax law expertise under one roof
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BUSINESS SUCCESSION PLANNING
Planning your business’s future early and wisely will allow you to relax and enjoy your retirement later on. Once the succession of the company has been organized and the transition has been arranged, you can look to the future with confidence.
SETTLEMENT OF INHERITANCE
In Germany, inheritances and gifts must always be declared regardless of size. If you have received an inheritance or gift and need to file a tax declaration, we can help you.
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