Receiving a gift or inheritance?
We can help you understand the tax implications and plan accordingly!
What is a gift or inheritance declaration?
Gifts or inheritances beyond certain thresholds need to be reported to the German tax authorities, regardless of where the gift or inheritance occurred. In an initial consultation, our tax advisor will assess your situation and explain what tax implications arise in your individual case in Germany for you. From there we build a strategy to minimize your tax burden.
For planned gifts or anticipated inheritances, we help you to minimize unnecessary liabilities proactively. Additionally, we will help you plan the next steps and develop a consistent, long-term strategy.
Two Paths, one Team
Planning ahead
For gifts and inheritance you expect in the future, we help you to plan ahead. Gain clarity and avoid bad surprises afterwards.
Already happened
For transactions that have already taken place, we handle all the filings and appraisals for you in a timely manner, so you can focus on what really matters.
Book Your Initial Consultation
No matter if your gift or inheritance is in the planning phase or has already happened, book your initial consultation now!
- ✓ Gain clarity and peace
- ✓ Avoid unnecessary liabilities
- ✓ Get expert advice for your individual situation
