Gift and Inheritance Tax Returns in Germany: Preparation, Content, Advice

Tax-optimized estate planning for your assets

Early succession planning can make optimum use of tax structuring options and existing legal benefits. With the right instruments, the tax case can be optimized and unwanted tax and corporate law consequences can be avoided.

The possible instruments include

• the use of wills,
• choosing the right legal form for the inheritance of company assets,
• the targeted drafting of company agreements, and
• the design of foundations (e.g. family foundations).

In the case of succession upon death, tax and legal advice from an advisor is also essential for a tax-efficient transfer. Here, too, we can find a tax-optimized solution for you, e.g. by asserting claims to a compulsory portion or by waiving an inheritance.

Our services for your asset succession

• Advice on inheritance and gift tax structuring
• Preparation of the necessary tax returns
• Tax and legal asset structure planning (asset protection)
• National and international asset succession planning
• Structural changes under transformation tax law
• Ongoing income tax support
• International tax planning incl. relocation planning