Inheritance and Gifting

Tax-optimized transfer of assets to the next generation

With strategy and foresight, we help preserve your life’s work and provide security for successors. From concept to filing, your Düsseldorf tax advisor guides you through every step.

What we cover:

Anticipated succession (vorweggenommene Erbfolge)
Utilize allowances, reduce tax burdens, and establish clear structures via gifts during your lifetime.
Legal succession
Understand the inheritance‑tax consequences if the statutory regime applies.
Testamentary succession
Make optimal use of allowances and avoid multiple taxation with the right will provisions.
Inheritance contracts
Clarify the inheritance‑tax implications of planned or existing contracts.
Inheritance tax returns and tax advice:
We handle the details from correct assessment to on‑time filings.

How we work:

Initial consultation – Clarify goals and identify tax risks.
Strategy – Tailored concept based on thorough analysis.
Implementation – Support across all tax steps.
Long‑term support – Ongoing help with returns and updates.

Your life’s work in good hands. Optimize your planning together with us!

dbbp – Your tax advisor in Düsseldorf

Actively shaping the future

We are dedicated to taking the initiative and providing forward-looking advice that drives your success. We help you navigate your tax and business matters at the right time, setting the course for sustainable growth.

We offer personalized, competent guidance from a reliable partner and are committed to supporting you throughout your journey in the long term.

Our professional expertise, many years of experience, and continuous training ensure the high quality of our advice—and your clear advantage.

0211 740 13 Request an appointment