Inheritance and Gift Tax
The transfer of wealth from one generation to the next is the most critical phase for both private and business assets. Without careful planning, it can result in substantial liquidity outflows to the tax authorities. I develop tailored inheritance and gift tax strategies designed to protect your life's work.
By making early use of tax allowances, carefully structuring usufruct arrangements and making full use of the relief provisions available for business assets, we ensure that wealth is transferred to the next generation in a tax-efficient and legally secure manner.
Services
Strategic Advice on Business Succession
Optimising Wealth Succession and Lifetime Gifts
Preparation of Inheritance and Gift Tax Returns
Establishment of Family Foundations
Lifetime Gifts
In Practice
Take action before the tax authorities do. The transfer of privately owned property, business assets or shareholdings is often postponed in day-to-day life. If a death occurs unexpectedly, the current market values apply, tax allowances may no longer be available, and opportunities for tax planning are lost. Where transfer structures are established at an early stage, the next generation receives tax-optimised assets, while control and the income generated by those assets remain entirely with the transferor.
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