Intelligent transfer concepts start with selecting the right asset structure while taking advantage of valuation haircuts and specific tax allowances. This applies to gift and inheritance concepts.
The use of recurring allowances or the restricted gift instrument can for example create room for maneuver for the tax-optimized transfer of assets, although only in the client’s lifetime and to a limited extent.
Objective and emotional reasons are often associated with a transfer of the majority of assets during the client’s lifetime (anticipated succession). Thus, asset monitoring, the capacity to act and free disposal in relation to the asset are of key significance.
CoInvest solutions, which are created in collaboration with renowned attorneys, tax consultants, auditors and notaries, have the ability to realize and permanently assure these demands in a tax-optimized asset transfer concept. Even very large assets can be transferred fully tax-free (in ideal scenarios) within this concept.