The Challenge of
Bequeathing, Inheriting and Donating
The tax optimized structuring of Company Succession respresents a complex and significant challenge, which is frequently underestimated. For instance the possibilities of tax optimized structuring in relation to Company Succession is not anticipated.
In this context the German Inheritance Tax Law (Erbschaftsteuergesetz, ErbStG) is characterized by questions of Interpretation and significantly influenced by the rulings of the tax courts. In Addition the Inheritance Tax Law is subject to continous and dramatic legislative changes and amendments.
To this background in cases of inheritance and gifts with cross-border ties are of special complexity as issues of International Inheritance Tax Law and Provisions are to be considered. These can be influenced by International Tax Treaties.
The issues and questions ralting to Bequeating, Inheriting and Donating are complex and typically characterized by personal circumstences and interests that need to be considered.
Thus a comprehensive consideration of all relevant tax factors is required to enable a tax optimized realisation.
Taking personal deductions and tax exempt amounts into account a forward-looking, preemptive structuring of asset Transfers is strongly advised.
Regarding successions compliance issues are to be taken into account and feasible tax optimization structures are to be analysed.
The valuation of the inheritance and estate also represent a challenging Task, as it is required to determine a tax relevant value.
Our Services in the field of Bequeathing, Inheriting and Donating
» General Consulting Services in the field of Bequeathing, Inheriting and Donating
- Preparation of Tax Filings, especially Inheritance Tax Filings
- Consulting on tax optimised Transfer of Assets and Successions by means of Bequeathing, Inheriting and Donating
- Consulting in regard to the Planning and Structuring of Asset Transfer and Succession
- Optimised Utilisation of Tax Exempt Amounts and Tax Benefits
- Issues of Internationalen Inheritance Tax Law / Cross-border Bequeathing, Inheriting and Donating
- International Inheritance Tax Law and Optimisation
- Advise on the tax optimised form of the Transfer of Assets and Succession
- Valuation for Inheritance and Estate Tax purposes
Bequeathing, Inheriting and Donating
Tax Structuring and the Transformation of the Asset Transfer by means of Bequeathing, Inheriting and Donating represents a complex field of Tax Law, which is characterized by the legal Environment and influenced by personal interests and circumstances.
We support our Clients in the tax optimisation of the Transfer of Assets by means of Bequeathing, Inheriting and Donating.
Our Export Know-How in the field of Bequeathing, Inheriting and Donating is based on a long-standing active Consultancy of Private Clients and Companies in the Transfer of Assets. We advise our Clients in relation to the form of the Transfer of assets and thereby identify various options. In Addition due to our expert kniowledge and experience we consult in cross-border Transfer of Assets. We are especially experienced in the field of International Tax Law, thereby considering all particularities and issues.
As Certified Auditors and Tax Advisors specialising in the field of Bequeathing, Inheriting and Donating we have extensive experience in the proactive consultancy of Companies and Private Clients. Our Partnership consists of Tax Experts, that have dealt with issues of Inheritance Tax Law and have also various publications in scientific and practice-oriented journals thereby engaging in the current discussions.