Tax Law

Tax-optimised asset handover

Passing on personal assets to the next generation while keeping taxes as low as possible and staying legal: This process is subject to complex legal provisions both for inheritance and gifts made during one's lifetime. We see our task in the strategic consulting, specialist preparation and tax optimisation of transfer of assets.

Evaluation of operating assets

Inherited or gifted operating assets in the form of an individual company or in company shares is subject to inheritance tax. To determine the amount of the tax, a revenue value procedure independently of legal form must determine the value of the operating assets. Please do not hesitate to contact us of you need any help for this!

Corporate succession

The changing inheritance and gift-tax laws result in changes that may be quite complicated where taxation of company transfers is concerned. Keeping an overview here can be worth cash. In cooperation with tax advisors, we create optimal tax prerequisites for your corporate succession.

GO TO CORPORATE SUCCESSION

International inheritance tax law tax design models

There is no state-comprehensive international inheritance tax law. Every state stipulates inheritance cases with a foreign reference, including the corresponding conventions, by a dedicated international tax law. It must be avoided that the same inheritance is subject to double taxation this way. We take action in advance and develop matching tax concepts for you

Family pools

The target of a family pool is bundling private and/or operational asset values and preserving them for several generations. Its management and administration require high specialisation and practical experience. Our team of lawyers and tax advisors is always by your side in matters of tax and company law.

Inheritance tax law

Inheritances always also coincide with tax obligations. Means of design, such as testaments and inheritance contracts, as well as tax classes, exempt amounts and benefits do, however, contain potential for tax reduction. Inheritance- and tax-law competences go hand in hand in our firm to let us use all options before and after the inheritance.

Gift-tax law

As an important instrument of corporate and asset succession, gifts are deemed advanced inheritance. This way, gifts among the living will also incur a tax. Calculated with care and depending on the relationship between those involved and the manner of the gift, exempt amounts and benefits also lead to enormous tax-savings potential there

Corporate evaluations according to the discounted cash flow procedure (IDW S1)

In the scope of globalisation and border-crossing corporate mergers, the discounted cash flow method is gaining in importance in addition to the traditional revenue value procedure. Accepted by the Institut der Wirtschaftsprüfer (IDW), it is used for corporate assessment in transactions and for value-oriented corporate taxation.

Real-estate evaluation under tax law

Value determination of property under tax law is required to transfer property, e.g. due to a divorce, foreclosure, inheritance or gift. The expert report forms the basis of the tax amount arising. We will cooperate with specialised experts in your individual case.