Succession planning for real estate

Careful succession planning is essential for real estate investors to ensure the long-term preservation and optimal use of their assets. We provide comprehensive advice and support in designing succession plans to maximise tax advantages and avoid legal pitfalls. Our expertise will help you ensure a smooth transfer of your real estate to the next generation.

Transferring real estate assets to the next generation

Transferring real estate assets to the next generation can trigger inheritance or gift tax consequences. This applies both to real estate held as private assets and to real estate held through corporate structures. Individual succession planning can relate to both premature gifts to the next generation and the drafting of wills. With regard to your individual ideas on your personal succession planning, we will be happy to provide you with advice on tax-optimised asset transfers, taking into account, for example, tax-free allowances, statutory tax incentives and tax relief, usufructuary reservations and alternative transfer models.

Property valuation

Both in cases of inheritance and gifts, as well as for certain real estate transfer tax transactions, property valuation is carried out in accordance with legal regulations. The amount of the taxable property value depends to a large extent on the valuation method and other details. When taking individual characteristics into account, consulting an expert may lead to a more favourable valuation from a tax perspective. We will determine the most favourable valuation method for you and identify any tax-reducing factors.