Plan succession
Whether within the family or with a successor from outside - we know both sides, the seller and the buyer and can help to get the motives on top of each other. Taxes are an issue, but not everything - financing, transitional cooperation, liability for old and new risks and cooperation with key employees in the company are just as important for success. Make an appointment now
Path to a successful future
Once you have found the person who wants to take over the succession and whom you trust to do it, most of the work is already done. In contract and tax law, we know the regulations to optimize the after-tax finances for both sides and to create a good transition in the interest of the company.
When it comes to transferring assets to the next generation and the one after that, tax law takes on more weight and there is a further increase in taxation when assets abroad are to be transferred by way of anticipated or actual succession.
We have a good network of lawyers and tax advisors at home and abroad with whom we can also handle complex tasks. And for the succession of your business, we work together with your family notary, where we also speak the same language.
Further services
We help you to see through the jungle of German tax law.
Gift tax
Inter vivos transfers open up long-term design plans. We explain Berlin and Württemberg wills, usufruct, generation skipping, family pool and other structuring instruments. All this also for assets abroad.
Inheritance tax
Once the inheritance has occurred, allowances, deductions, asset distribution and many different valuation modes for assets come into play. Even the waiver of inheritance is a design that can contribute to tax reduction.
Tax structuring
…is a big word – it’s about hitting long passes. Sometimes only over a few years, sometimes until the exit from a start-up. Explaining complex topics in an understandable way is important to us.
Your contact persons
Uwe Goebel
Managing director, tax consultant, lic. oec HSG
Stefanie Hülsmann
Managing director, tax consultant, business graduate (FH)