Services inheritance and donation

Inheritance and donation

Act at the right moment - benefit through active design

Since the same tax regulations apply to donations and inheritances, tax benefits can only be achieved through a well thought-out gift strategy. The main advantage of gifting is the repeatability, which allows the tax-free amount to make use of several times over a period of 10 years. This means that larger assets can gradually change owners without high tax payments.

Regardless of how comprehensive is your wealth, we develop the best solution for an upcoming gift or transfer of assets by way of inheritance with you. A long-term planning and timely care is important. This is the only way to take advantage of all design possibilities, meet the formal requirements and avoid risks. This applies equally to private and corporate assets.

Service Overview:

  • Preparation of donation tax declarations
  • Tax-optimized asset transfer during one's lifetime
  • Succession consulting for companies
  • Statement of assets
  • Preparation of inheritance tax declarations

We will be at your disposal to answer any questions you might have about the issue of inheritance and donation.