The transfer of companies, real estate or capital assets to the next generation requires careful planning.

The first step is usually to create the right structures. There are different requirements, depending on whether minors or descendants still in education are to be gifted, which asset class is involved and whether the assets are located in Germany or abroad. Secondly, the personal abilities and character of the individual parties involved must be considered. Thirdly, a sophisticated gift agreement is required that also takes into account any unexpected developments (predeath of the donee, (drug) addictions, valuation risks, etc.). Finally, the entire concept must be optimised for tax purposes.

We provide you with comprehensive support from concept to implementation, including the tax declaration, from a single source.