Heirs and assets

Asset succession

Inheritance tax can be a tax burden that jeopardises the existence of family businesses in particular. Both entrepreneurs and wealthy private individuals should prepare and implement measures to optimise their estate and succession planning in good time.

An important aspect of asset succession planning is the careful analysis of the current and future family and tax environment as well as the allocation of assets to different asset types and countries.

TAXGATE's services in this area show possibilities for reducing inheritance and gift tax burdens, for example through anticipated inheritance, asset reorganisations for the targeted use of inheritance tax benefits or by including life insurance policies and foundations.

In co-operation with renowned law firms, further legal arrangements such as marriage and inheritance contracts, wills and the execution of wills are included in the asset succession concept. In addition, our advisors have many years of experience in taking international aspects into account, for example when moving abroad. In particular, moving abroad, which is attractive in terms of inheritance tax, can be associated with considerable tax burdens in terms of income tax without the corresponding actual realisation of profits, meaning that careful preparation and implementation is of particular importance.

Investment Consulting

The large number and complexity of investment alternatives for capital and tangible assets initially requires a comprehensive and clear recording of investments and types of income. TAXGATE's services in this area focus on the development of standardised asset controlling for all investments, including a timely analysis of the individual investments in terms of effective costs, income and taxes.