Heirs and assets
Asset succession
Inheritance tax can impose a significant burden, particularly on family businesses, threatening their continuity. Entrepreneurs and high-net-worth individuals should proactively plan and implement measures to optimize their estate and succession planning
A key element of asset succession planning involves a thorough analysis of the current and future family and tax situation, as well as the allocation of assets across different types and jurisdictions.
TAXGATE offers solutions to minimize inheritance and gift tax liabilities, such as through anticipated inheritance, asset restructuring to utilize inheritance tax benefits, or the inclusion of life insurance policies and foundations.
In cooperation with leading law firms, we incorporate legal measures like marriage and inheritance contracts, wills, and will execution into our asset succession plans. Our advisors also bring extensive experience in handling international considerations, such as moving abroad. This can offer inheritance tax advantages but may result in significant income tax liabilities without actual profit realization, making careful planning crucial.
Investment Consulting
The wide variety and complexity of investment options for capital and tangible assets require a comprehensive assessment of investments and income types. TAXGATE’s services in this area include standardized asset control for all investments, with timely analysis of individual assets concerning costs, income, and taxes.
Track Record
We have extensive experience in handling national and international transactions. Recently, we have provided counsel on the following cross-border projects:
Heirs and assets:
- Assisted a real estate company with the transfer of shares and properties to the next generation
- Advised a medium-sized company on setting up a foundation
- Supported an international family in succession planning for German real estate
- Represented a community of heirs in a dispute involving a large property portfolio
- Structured a swinging matrimonial property regime for the settlement of advance gifts
- Advised numerous high-net-worth individuals on tax-efficient and inheritance law strategies for organizing their succession, including wills and estate planning
Your challenge is our priority
In a non-binding consultation, we’ll work together to explore the best options for you and how we can assist.
