Pass on what matters.
Plan ahead.
We advise business-owning families and individuals on transferring businesses, property and wealth, both before a gift and after an inheritance.
Understand tax consequences. Explore options. Make personal decisions.
Book an appointmentWhat we do
for you.
Passing on wealth is a personal decision with tax consequences. We assess the starting position, examine planning options and take the goals of those involved into account.
Plan asset transfers
We examine the tax effects of planned gifts and asset transfers. We consider allowances and potential reliefs in light of your specific circumstances and family goals.
Support after an inheritance
After an inheritance, we gather the relevant tax information. We explain the next steps and prepare the required inheritance tax returns within the agreed scope.
Property & businesses
We consider the tax valuation of property, shareholdings and business assets. Our advice takes account of the asset structure and its significance for the family and business.
International connections
Overseas property, residence and other cross-border connections can raise additional questions. We combine advice on asset transfers with our specialism in international tax law.
Tax planning starts with your personal goals.
Tax adviser Christian Mangold, LL.M., combines his specialisms in business succession and international tax law with a focus on family, property and wealth. Where needed, we coordinate legal arrangements with lawyers and notaries.
Create a structured overview of businesses, property and other assets.
Include family goals and the needs of those involved in the planning.
Establish whether the starting point is a planned gift or an inheritance that has already occurred.
Your goals.
A structured approach.
We clarify why you need advice, your assets and your goals. You provide organised information; we assess the tax position and agree the next steps with you.
Establish the starting position
We review the asset structure, family circumstances and available documents.
Explore the options
We explain tax consequences and examine suitable planning options or courses of action.
Support implementation
We agree the next steps and prepare the agreed tax returns.
Let us discuss your goals.
Whether you are planning a gift or need support after an inheritance, we discuss your situation and the appropriate scope of tax support.