Inheritance tax and gift tax
Inheritance tax and gift tax
Asset transfers shouldn’t be planned only after an inheritance has occurred. Acting early allows for a better assessment of tax risks and an orderly transfer of assets to the next generation.
We advise private individuals, families and entrepreneurs on gifts, inheritances, anticipated inheritance and the tax valuation of real estate, business assets and capital assets.
In doing so, we examine personal allowances, tax brackets, valuation issues and possible structuring options for a gradual transfer of assets.
For business assets, we provide support with the tax classification of succession and with the special regulations for business assets.
We also assist with the preparation of inheritance tax and gift tax returns, as well as communication with the tax office.
01
- Getting to know each other & clarifying needs
In an initial consultation, we will understand your situation, your goals, and any questions you may have. Afterwards, you will know if and how we can best support you.
02
- Submit documents in a structured manner
You send us the relevant documents digitally. We check what is already available and what information is still missing for proper processing.
03
- Start collaboration
We set up ongoing support and handle the tax processing — clearly, digitally and tailored to your requirements.
Let's talk about your mandate.
Briefly describe your situation to us — we will get
back to you quickly and easily.