INHERITANCE & GIVE
Secure inheritance and gift planning with personal and specialized advice.
Why the German Inheritance Tax Law matters to foreign clients
- Assets in Germany - Foreign heirs or donors may face German interhertiance tax if the estate includes propery or financial assets located in Germany
- Residency rules - Even temporary residence in Germany can trigger full tax liability under German law—for both donors and recipients.
- Risk of double taxation - Without proper planning, assets may be taxed in multiple countries.
- Tax brackets and allowances - Foreign heirs may qualify for tax exemptions - but often only proporationally, based on the mix of German and non- German assets.
Owning or inheriting assets in Germany—whether you're a local or an international party—can have complex tax implications.
Professional guidance helps avoid costly pitfalls and optimizes international compliance.
Our services
Gift
We actively support you in planning and implementing your transfer of international assets.
Inheritance
We are there for you in the event of bereavement. We support you from the notification of the acquisition to the submission of the inheritance tax return.
Valuation
We carry out valuations in accordance with the valuation methods recognized by the German tax authorities.
OUR EXPERTISE
EXPERT ADVISOR FOR
COMPANY SUCCESSION
(Fachberater für Unternehmensnachfolge DStV e.V.)
Questions about inheritance and gift tax as well as anticipated succession are not part of the everyday business of a tax advisor.
We have specialized in this sensitive area in our firm.
Information on the specialist consultant concept of the German Tax Consultants' Association can be found here: