Inheritance and gift tax / succession

The first main subject of this advisory field is tax consulting and representation in matters of inheritance and gift tax. On the one hand, we assist in disputes with the tax office (assessment and appeal proceedings) in order to show up any possible solutions (such as a reversal or change of property regime). On the other hand, we offer guidance around the tax planning of acquisitions on account of death or for living persons. Civil law design forms the second significant aspect of this advisory field. Here, for example, we assist with the preparation of wills, with inheritance and compulsory-portion renunciation contracts as well as with anticipated succession, for example through company transfers, property and cash gifts or family trusts. This enables us to offer succession planning across the spectrum tax and civil law.

Our competencies

  • Taxation of the private individuals 
  • Taxation of sole entrepreneurs and freelancers 
  • Taxation of partnerships 
  • Corporate taxation 
  • Corporate transformation 
  • Insolvency tax law 
  • Non profit organizations / foundations / public sector 
  • Value added tax 
  • International tax law 
  • Commercial criminal law 
  • Compliance 
  • Inheritance and gift tax / succession 
  • Special transaction and excise taxes 
  • Customs duties 
  • Income tax and social insurance law 
  • Company law/M & A 
  • Adviser liability 
  • Taxation of real estate