Inheritance Settlement

Are you the beneficiary of an inheritance and need to file a tax declaration? Have you been listed as a joint heir and don't know what to do next? We're here to help.

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Inheritance Settlement

Filing Inheritance Tax Declarations

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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Dissolving a Community of Heirs

A community of heirs often consists of people with divergent interests. However, they often have one interest in common: the goal of extracting as much for themselves out of the inheritance as possible. This usually results in conflicts and disputes. We can help you settle an inheritance bequeathed to multiple heirs.

Asset Appraisal

A joint inheritance can only be settled fairly once the market value of the individual assets in the estate has been determined. We can ascertain the market value of real estate and company assets for you.

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Post-Settlement Administration

After the settlement of a joint inheritance, the question often arises as to how the assets should best be managed. Which legal form makes the most sense from a tax perspective? What obligations will you have? We help you find the optimal solution.

The Consulting Services We Offer

Our custom-tailored guidance helps you maximize efficiency while optimizing your tax liability:


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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 ahead for the transfer of an estate while you are alive is an absolute necessity. It is the only way to avoid losing up 50% of your assets to taxation. Make sure your estate is distributed in accordance with your wishes and prevent disputes and infighting in the wake of your passing.