


IntelÂliÂgent transÂfer conÂcepts start with selectÂing the right asset strucÂture while takÂing advanÂtage of valÂuÂaÂtion hairÂcuts and speÂcifÂic tax allowances. This applies to gift and inherÂiÂtance conÂcepts.
The use of recurÂring allowances or the restrictÂed gift instruÂment can for examÂple creÂate room for maneuÂver for the tax-optiÂmized transÂfer of assets, although only in the client’s lifeÂtime and to a limÂitÂed extent.
ObjecÂtive and emoÂtionÂal reaÂsons are often assoÂciÂatÂed with a transÂfer of the majorÂiÂty of assets durÂing the client’s lifeÂtime (anticÂiÂpatÂed sucÂcesÂsion). Thus, asset monÂiÂtorÂing, the capacÂiÂty to act and free disÂposÂal in relaÂtion to the asset are of key sigÂnifÂiÂcance.
CoInÂvest soluÂtions, which are creÂatÂed in colÂlabÂoÂraÂtion with renowned attorÂneys, tax conÂsulÂtants, audiÂtors and notaries, have the abilÂiÂty to realÂize and perÂmaÂnentÂly assure these demands in a tax-optiÂmized asset transÂfer conÂcept. Even very large assets can be transÂferred fulÂly tax-free (in ideÂal sceÂnarÂios) withÂin this conÂcept.