Inheritance & Gifting

We advise private individuals on the tax-optimized transfer of assets to the next generation. You can use us as a long-term contact for the preparation of wills and inheritance or gift contracts as well as for the execution of wills.

In the case of inheritance or gifts, we support you in the valuation of the assets and the preparation of the inheritance or gift tax return.

Our range of consulting services includes the following activities in particular:

• Advice on the tax-optimized transfer of private and business assets
• Preparation of wills and inheritance or gift contracts
• Gift tax returns for private individuals
• Inheritance tax returns for private individuals
• Valuation of private assets
• Execution of wills
• Preparation and implementation of succession models
• Establishment of foundations, GmbH & Co. KGs, holding structures
• Ausarbeitung und Umsetzung von Nachfolgemodellen