Services for wealth & succession
Succession & inheritance tax.
Questions of inheritance and gifting are often sensitive – and the earlier they are addressed, the more can be structured. We explain clearly what matters, keep the tax burden in view and treat your family affairs confidentially – in coordination with your lawyers and notaries where needed.
Across generations
Wealth that carries on.
Succession is not a single step but a path that grows: we structure handovers so that your life's work endures in the next generation.
What it is about
Whether gifting a property to the children, an inheritance in the family or the handover of a company – sooner or later almost everyone faces the question of how wealth is passed on. We accompany you on the tax side: clearly explained, structured in good time and with a view to no more tax arising than necessary.
Our range of services
In good time. Clearly. Discreetly.
From a single inheritance tax return to long-term planned wealth and business succession: we calculate, explain and structure – and coordinate closely with your legal advisors where needed.
Get in touchInheritance and gift tax
Whether you inherit, give or receive a gift – the tax question almost always arises. We calculate it, prepare the necessary returns and make sure you use allowances and structuring options to the full.
Our services in detail:
- Preparation of inheritance and gift tax returns
- Calculation of the expected tax burden – in advance and traceably
- Optimal use of personal allowances
- Valuation of real estate, companies and other assets for tax purposes
- Review of tax assessments and appeal proceedings
Lifetime gifts & transfers
Much can be arranged more favourably for tax during your lifetime than on death – for instance when parents transfer a property to their children. We show you the available paths and accompany the transfer on the tax side.
Our services in detail:
- Tax structuring of gifts within the family
- Transfer of real estate, shareholdings and capital assets
- Using allowances and their renewal every ten years
- Tax evaluation of usufruct and maintenance arrangements
- Advance calculation of the tax consequences of different variants
Support in the event of inheritance
When an inheritance occurs, many obligations fall on the bereaved – often in an already difficult time. We take over the tax handling and stand calmly and reliably at your side.
Our services in detail:
- Preparation of the inheritance tax return
- Tax handling of the estate
- Valuation of the inherited assets for tax purposes
- Tax support for heirs and communities of heirs
- Coordination with lawyers and notaries
Unternehmensnachfolge
Handing over a company is a major decision for family and business alike. We structure it for tax so that the business stays capable of acting and the transfer succeeds with the lowest possible burden – within the family or to third parties.
Our services in detail:
- Tax structuring of the business handover to family or third parties
- Use of the business-asset reliefs (secs. 13a, 13b German Inheritance Tax Act)
- Structuring via holding and participation companies
- Tax support for handover, sale and gift models
- Coordination with lawyers and notaries on the contractual implementation
From the first question to implementation.
Listening.
It begins with understanding your wealth and family situation. Before we structure anything, we capture the starting position completely and clarify the goals of the transfer with you.
Thinking ahead.
We develop viable transfer paths, assess their tax consequences and set out your options ready for decision – so that you decide on a clear basis.
Implementing.
We accompany the realisation through to completion – in close coordination with your lawyers and notaries and with a view to ongoing tax support.
Our stance
Succession needs foresight – a view beyond the next generation.
Contact
Let's talk about your life's work.
Whether a specific gift, an inheritance or long-term succession planning – describe your matter. We treat it confidentially and will get back to you promptly.