Company & asset succession
These topics should should not be a taboo subject for businesspeople and high-net-worth individuals, because a well-organised and optimal transfer requires thorough preparation to ensure a smooth integration or handover. We specialise in the legal and tax Support with business and estate succession specialises in.
Tax considerations are often the main focus for our clients in this context. However, there are also many factors to take into account from the perspectives of inheritance law, company law and business strategy. In addition, the right timing should be taken into account at an early stage: business succession, in particular, usually raises significant tax and non-tax issues that need to be clarified in advance in order to ensure commercial success and a smooth handover.
From a tax perspective, in addition to the implications for inheritance and gift tax, it is usually necessary to consider and optimise the income tax implications as well. Under company law, issues arise in relation to the articles of association, particularly in the case of partnerships and limited companies. Furthermore, there is often a significant gap between the expectations of the transferor and those of the transferee.
We therefore aim to work with you at an early stage to identify the best course of action and to support you every step of the way until we achieve the best possible outcome. This will enable you to look to the future with confidence and legal certainty.
Take advantage of our expertise in the following areas and topics:
- Strategy consulting – finding the best approach for your project
- anticipatory succession
- Family company, family pool
- Transfer of assets by making the most of and optimising the statutory tax allowances and the progressive tax scale
- Corporate restructuring and reorganisation
- Buying and selling businesses
- Relocation and/or expansion of one’s place of residence and/or business abroad
- Business wills, powers of attorney