Business man looking out of the window of an office building

Private Clients Update - Assets | Foundations | Succession

The update for entrepreneurs, investors and wealthy private individuals every two months

Our free newsletter is published every two months to inform you about current and general topics relating to assets, foundations and succession.

We keep it short and - hopefully - understandable, and practical anyway. The topics we cover are the subject of our daily work. Because asset optimization often goes hand in hand with tax issues, the newsletter will also regularly cover tax topics.

Tiles with various symbols on the topic of assets

Current issue | June 2025

BMF Letter on the Taxation of Cryptocurrencies in Germany: This Applies since March 2025

Crypto Assets

With the new BMF letter on cryptocurrency taxation from March 2025, the German Federal Ministry of Finance is setting clear framework conditions for investors. The tax exemption for long-term holding periods will be retained, but the requirements for providing evidence will increase significantly. Find out how these changes will affect your tax planning and which aspects will remain unresolved.

Read more

Gifting and Inheriting Crypto Assets: Making Clever Use of Tax Opportunities in Germany

Crypto Assets, Inheritance Tax, Gift Tax 

Cryptocurrencies have long been more than just a trend - they are becoming an integral part of modern wealth planning. But how can Bitcoin & Co. be optimally passed on to family and friends without the tax authorities taking action? Discover how price declines, ten-year time limits and clever documentation can help you transfer your digital assets in a tax-optimized way. You can also find out which pitfalls to avoid.

Read more

Family Foundations in Germany: Entry in Transparency Register is Mandatory

Assets | Foundations | Succession

Family foundations are a tried and tested means of safeguarding assets across generations. However, since the tightening of money laundering legislation, they must also register in the transparency register - an obligation that poses new challenges for many foundation board members. Who exactly is a beneficial owner? What information is required? And what are the consequences of failing to do so? Find out why entry in the transparency register has become essential for every family foundation.

Read more

Moving to Switzerland from Germany - Watch out for Tax Pitfalls

International Tax Law

Anyone thinking of emigrating to Switzerland from Germany because of the low inheritance tax and high quality of life should not get too excited too soon: moving away can quickly become a tax minefield for Germans. This article explains the pitfalls of the German-Swiss double taxation agreement, why even a complete move does not always protect you from the tax office and the special features of inheritances and company shares. 

Read more

Newsletter Subscription

Subscribe to our newsletter Private Clients Update - Assets | Foundations | Succession (published 6 times a year). Please enter your name and e-mail address in the following form (mandatory fields are marked with *).