Succession and Estate Planning
Business leaders and asset owners generally plan far into the future. Succession planning plays a central role here, especially as there are numerous other options in addition to the classic generational succession. From a tax perspective, it makes sense to start succession planning at an early stage. This is the only way to create structures that avoid tax disadvantages.
RSM Ebner Stolz is at your side in this very personal decision as a contact partner and expert on all tax issues relating to succession. Thanks to our broad portfolio of advisory services, we always ensure that the succession planning corresponds exactly to how you envisage the transfer of your assets from a legal and business perspective.
Our extensive practical experience in successful asset successions not only reflects our professional expertise, but also shows that our experts have the sensitivity and the necessary intuition to find the optimum solution for you. Your contact person by RSM Ebner Stolz will be at your side from the first meeting to the finalisation of the asset succession and will maintain an overview of all tax and legal issues. If necessary, your contact person will call in experts from the fields of auditing, legal or management consultancy.
Our services at a glance
- Planning asset succession during your lifetime from a tax and legal perspective and its implementation (read more about legal advice here)
- Company succession, for example through donation, employee participation, sale, etc. as well as the implementation of accompanying restructuring measures, from planning to realisation, taking into account tax and legal aspects (read more about legal advice here)
- Carrying out company valuations for inheritance and gift tax purposes
- Ongoing monitoring of taxable administrative assets (at group level) as an important indicator for the preferential treatment of business assets for inheritance tax purposes
- Carrying out valuations of real estate and other assets for inheritance and gift tax purposes (for further valuation topics see here)
- Safeguarding family assets via family foundations, support with tax and legal concept development through to implementation
- Involvement of charitable foundations as a means of succession planning
- Examination of tax aspects of succession planning with a foreign connection
- Monitoring of inheritance tax deadlines and structures
- Support with inheritance and gift tax declarations
- Representation in legal appeals