We are available to you as an independent advisor for the business and tax implications for planned investments and accompany you in the planning and implementation of financing, as well as in the assessment of asset investments. In addition, we create multi-year tax-optimized asset strategies based on your individual income and asset situation. We also assist you in all matters relating to inheritance and gift tax – both in the case of inheritance and in the case of gifts, e.g. within the framework of anticipated succession. We evaluate your assets for you – based on the requirements of the tax authorities – and find a solution for you for an optimal tax structuring and timing of the transfer of assets.
- Investments and financing
- Asset investments
- Review of wills, inheritance contracts and gifts for tax implications