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.
Current issue | August 2025
Execution of Wills in Germany: Tips for Optimal Structuring
Inheritance Law
Did you know that in your will you can not only specify who will carry out your last wishes, but also stipulate exactly how and for what your executor will be paid? Many testators leave these important details open and thus risk later disputes among the heirs. Learn how you can ensure smooth processes by clearly specifying the person, tasks, and remuneration for the execution of your will, what options you have, and why individual arrangements are really worthwhile.
Crypto Loans in Germany: Tax Treatment Upon Granting and Repayment
Crypto Assets
Crypto loans are no longer a niche topic – but what about taxes when you lend or receive Bitcoin & Co.? Our article shows you what to look out for when granting and repaying cryptocurrencies, how interest on crypto loans is treated for tax purposes, and when a repayment suddenly becomes taxable. If you want to know how to avoid pitfalls and disputes with the tax office, read on!
Caution When Donating Real Estate in Germany With External Financing
Inheritance and Gift Tax
Anyone who transfers a rented, externally financed property to their children or grandchildren risks not only inheritance tax consequences, but also unexpected income tax consequences. Read the full article to find out why debt interest can often no longer be deducted in full and what options are still available.
German Tax Liability for Crypto Investors Despite Moving Abroad
Crypto Assets
The Stuttgart tax office has confirmed extended limited tax liability for crypto investors who have moved abroad – with potential consequences for anyone who generates high profits from trading, staking, or lending. Read the full article to find out why this view is controversial, what the criticisms are, and what affected investors should now be aware of.