Services for private individuals
Private individuals & families.
In private tax matters, trust counts. We take time for your situation, explain clearly what you are deciding, and treat your affairs with the confidentiality they deserve – from the tax return to the care of substantial private wealth.
What it is about
Employee, landlord, self-employed or entrepreneurial family – in private tax matters what counts is a contact who listens and thinks along. We support private individuals at every stage of life: from the annual income tax return to demanding questions of wealth structuring and succession.
Our range of services
Personal. Clear. Confidential.
You have one fixed contact who knows your affairs – from the tax return to succession. With the same care, however large or small your matter.
Get in touchIncome tax return & personal tax advice
Whether a straightforward employee assessment or a multi-layered return with several income types – we prepare your income tax return completely, use every permissible advantage and keep your deadlines in view. Personally handled and reachable all year round.
Our services in detail:
- Income tax returns for employees, families and the self-employed
- Consideration of all income-related expenses, special expenses and extraordinary burdens
- Income from capital assets, letting and shareholdings
- Tax treatment of international situations and residence questions
- Review of tax assessments, objection and appeal proceedings
- Ongoing tax advice on all private matters
Tax advice at every stage of life
Many of life's decisions have tax consequences – buying a home, getting married, having children, stepping into self-employment or retiring. We advise you in good time and in plain language, so that you know your options before you decide.
Our services in detail:
- Tax advice on property purchase and financing
- Tax questions around family, marriage and parenthood
- Support when stepping into self-employment or a side business
- Tax aspects of retirement provision and retirement
- General tax advice on personal matters
Private wealth.
As wealth grows, so do its demands: different asset classes, real estate, shareholdings, international connections and the question of the handover to the next generation. For wealthy private individuals and entrepreneurial families we bundle the tax care of their entire wealth – with the foresight and discretion these matters demand.
Wealth management & shareholdings
Where wealth spans several companies, asset classes and generations, it needs one fixed tax reference point where all information converges. We are that reference point – for several family branches under one roof, if desired.
- Tax support for family offices, entrepreneurial families and wealthy private individuals
- Tax support for shareholdings and investments
- Consolidation of tax-relevant information from all areas of wealth
- Securities accounting: ongoing recording and tax evaluation of your portfolios and capital investments
- Wealth reporting: a consolidated overview of all asset classes, companies and income
- Coordination with banks, asset managers, lawyers and notaries
- Monitoring of tax deadlines and obligations
Real estate & rentals
Real estate ranks among the most demanding components of wealth – for tax and structure alike. We support property held privately and through companies across its entire life cycle.
- Tax support for private and commercial property wealth
- Structuring and tax support of property companies
- Determination of rental income
- Bookkeeping of rental and property data
- Tax support for purchases and sales
- Advice on the tax-optimal transfer of property wealth
Wealth succession
Transferring wealth to the next generation is a question of taxes – and of responsibility. We structure your succession thoughtfully and with a feel for the family context.
- Planning and structuring of wealth and business succession
- Advice on inheritance and gift tax
- Anticipated succession and lifetime transfers
- Valuations for inheritance and gift tax purposes
- Tax support for executorships and estates
- Coordination with lawyers and notaries
Unsere Haltung
Discretion. Independence. Constancy. We think in generations rather than financial years – and align our advice with one yardstick: your interest.
Contact
Let’s talk about your matter.
Whether a tax return, a property or a wealth question – tell us what it is about. We treat your affairs confidentially and will get back to you promptly.