Inheritance tax and gift tax planning
If you have larger private and/or company assets, inheritance tax or gift tax will be incurred when your assets are transferred to your successors, either by way of succession or as a gift. Not only will the assets be reduced – there may also be considerable liquidity problems if the tax payments cannot be made from the liquid assets because, for example, real estate or companies are involved.
How we help you
We help you to keep the burden of inheritance tax, gift tax and other taxes as low as possible. To do this, we evaluate your assets according to tax guidelines. Based on this, we calculate the inheritance tax you are likely to pay and give you practical advice on how to minimize it. Of course, we also take into account any other tax implications, such as income tax and real estate transfer tax.
Possibilities of structuring are e.g.:
early transfer of assets by taking advantage of personal tax allowances, e.g. for spouses and children
choosing the most tax-efficient marital status for married couples
tax-optimized structuring of your assets
legal measures in the business sector to ensure that business assets are exempt from inheritance tax
transfer of private or business assets subject to usufructuary rights
In addition, we support you in the settlement of inheritances and gifts with the tax office.