Inheritance Tax | Gift Tax | Business Succession

Secure assets for the future
for
sustainable
value
Service portfolio

Shaping succession with expertise

  • \ Will and contract of inheritance

    Consulting on the creation of wills and inheritance contracts, including special arrangements (e.g., wills for divorced individuals).

  • \ Business succession

    Succession planning and design, tax optimization for business asset exemption, and creating transfer and corporate agreements.

  • \ Inheritance planning

    Developing succession strategies and transfer agreements to optimize gift tax, asset retention through family enterprises, and foundation solutions.

  • \ Company assets

    Enhancing business assets to preserve tax exemptions for operational assets and consolidation of asset structures in multi-level ownership models.

  • \ Gift tax forecasting

    Advisory services and preliminary valuation for tax liability planning.

  • \ Transnational succession planning

    Modeling and planning future scenarios for minimizing tax liabilities.

  • \ Valuations

    Applying established tax valuation methods for businesses, real estate, company shares, and other assets, along with expert valuations for asset transfers.

  • \ Advocacy

    Support and advocacy in valuation matters with tax authorities.

A generational change is always a delicate balance of emotional and practical factors.

Good planning not only helps reduce the tax burden but also ensures a more harmonious transition for everyone involved.
Hajo Neupert, Partner
Global concenrs

National and cross-border issues

When gifting or inheriting across borders, parties must consider the national laws of their own country as well as the legal issues in the recipient's country. Proper planning and early consulting with an expert are essential to optimize tax liabilities and avoid legal complications.

  • Global disparities: Tax exemptions and rates differ from country to country and may vary depending on the relationship between the parties.
  • Double taxation prevention: To ensure that asset transfers are not taxed more than once, many countries have established double taxation treaties.
  • Asset allocation: International transfers of assets require consideration of both tax and legal factors across different countries.
Your benefits

For generations to come

With our specialized knowledge, we design the ideal tax structure for your succession, ensuring a reliable foundation for your future plans.

  • Maintaining business continuity: A proactive and strategic succession plan ensures that the company remains stable after the exit of a shareholder or manager.
  • Preventing inheritance conflicts: Well-defined succession plans minimize the risk of disputes among heirs or family members.
  • Tax optimization: Proactive succession planning helps take full advantage of tax benefits.
  • Reducing uncertainty and stress: A thorough succession plan removes the uncertainty associated with a transition for everyone involved.

Ask for more information about our services! We are happy to provide you with individual advice.

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