Inheritance tax – Saving taxes by timely advice
As tax advisor in Düsseldorf, we have many years of expertise in the field of inheritance tax and the preparation of inheritance tax returns. Inheritance tax can be a significant financial burden that can be minimized or even avoided through timely advice and planning.
Already during lifetime, inheritance tax can be saved by means of the so-called anticipated inheritance (donations during lifetime) or through appropriate testamentary design. Even after the succession of inheritance, there are possibilities for structuring which play an important role from a tax point of view, such as the rejection of the inheritance or the asertion of compulsory portion claims. If several have inherited, a so-called heir community first arises by law. Here, there are corresponding peculiarities in the context of the inheritance tax return as well as in the context of any income of the community of heirs to consider.
Transferring family wealth to the next generation, keeping the tax burden as minimal as possible and achieving this in harmony with all family members is a challenge that we are happy to face with you.