Inheritance and succession / Gift and inheritance tax

Gifted and inherited assets are generally subject to gift and inheritance tax. However, certain measures can be taken during your lifetime to significantly reduce or even avoid the tax due. In detail, the achievable tax advantages depend on the size of the respective assets. Tax allowances can be utilised in a targeted manner. The associated distribution of the inheritance during one’s lifetime is also known as anticipated succession.

Anticipated succession can be an important issue, particularly in the case of a large estate, and one that the future testator should address at an early stage. We will be happy to advise you on the options available under inheritance law in this area and work with you to draw up a plan for the distribution of your estate in order to minimise the tax burden.