Tax Advisor Düsseldorf, Inheritance

Inheritance tax Germany – Saving taxes by timely advice

The legal regulations on inheritance tax in Germany are complex. Tax exemptions are quickly not fully used, with the result that high inheritance taxes are incurred, which could have been minimized or avoided through early advice. German inheritance tax can be a significant financial burden, so timely advice and planning is recommended to keep the tax burden as low as possible. As German tax advisor and lawyer in Düsseldorf, we advise you comprehensively on tax and legal issues relating to German inheritance tax. We have many years of expertise in the field of inheritance tax and the preparation of inheritance tax returns in Germany.

Already during lifetime, German 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 persons 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 be considered.

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.

Our services

  • Notification of inheritances at the responsible tax office
  • Preparation of German inheritance tax returns
  • Advice on the anticipated succession
  • Advice on obtaining an inheritance from abroad
  • Advice on the optimal usage of gift tax exemptions
  • Preparation of assessment declarations for the valuation of real estate
  • Preparation of inheritance tax returns for community of real estate or community of heirs
  • Tax valuation of assets, in particular properties and business assets
  • Comprehensive advice in all inheritance issues, e.g. drafting of wills, gifts and succession solutions
  • Assessment of private law contracts and wills taking into account tax aspects
  • Tax and asset succession optimization
  • Support in the case of inheritance e.g. application for certificate of inheritance, execution of wills (legacies, claim to legal portion, community of heirs)
  • Procedural enforcement of your claims

Inheritance tax Germany – Good to know

Initial consultation

The questions of the correct taxation are as complex as the inheritance itself. Through regular further training in the area of inheritance tax, we are always informed about the current changes so that we are happy to assist you with all aspects of German inheritance tax.  In a first consultation, we discuss your inheritance and inheritance law situation and determine the scope of your consulting needs. Of course we will then be able to give you a first estimate of the expected fee or offer you a fixed price.

In a second step, we develop the tailor-made solution required for your situation. Of course we will inform you of any steps through written explanations and personal consultations.

You have questions? Please feel free to give us a call or send us a message.

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