Inheritance and Gift Tax
Inheritance and gift tax affects everyone who receives assets free of charge. This can happen through an inheritance following the death of a relative or through a donation during his lifetime. In both cases, the tax office checks whether there is a tax liability. The value of the transferred assets and the personal relationship between the donor or testator and the recipient are decisive.
There are allowances that vary depending on the degree of relationship. Spouses and children, for example, have significantly higher allowances than more distant relatives or friends. However, a taxable situation can quickly arise, especially in the case of real estate, business assets or larger amounts of money. Anyone who plans early on can use legal design options to significantly reduce the tax burden.
We specialize in inheritance and donation and provide you with competent and individual advice. Whether it's a tax-optimised transfer of assets, the valuation of real estate or the preparation of the tax return, we are here to assist you with experience and expertise. The aim of our advice is to protect your assets and to make the transfer legally secure and as tax-friendly as possible.
Arrange an initial consultation
Our initial consultation forms the basis for successful cooperation. We take time to understand your individual concerns and needs. In doing so, we attach great importance to open and trusting communication. During this interview, you will have the opportunity to get to know us and discuss your tax challenges. We listen carefully, ask relevant questions and offer you initial insights into possible solutions. Our goal is to work with you to develop the best strategy for your financial goals and to promote your success.
Submit documents & data
In order for us to be able to process your tax matters efficiently, it is important to provide us with relevant documents and data. Whether it's providing documents for your income tax return or ongoing bookkeeping for advice and preparing annual financial statements, we offer you easy ways to submit your information. Should you switch to us from another tax advisor, we will be happy to assist you in setting up a seamless data transfer of previous year data. This ensures that your tax matters can continue seamlessly and efficiently.
Guidance
After submitting your documents and data, we will start processing your tax matters. We have already agreed on a fee and a processing time in advance in order to offer you full transparency. During the process, we are always available to answer your questions and discuss any concerns you may have. Our goal is to handle your tax matters efficiently and precisely, while ensuring that your individual needs are always taken into account.
Do you have a question or concern?
