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Private banking
consultancyof companies
Inheritances and
Donations
Inheritances and donations
Inheritance and gift planning is an important aspect of wealth management and the transition of assets to future generations or beneficiaries. Our advisory services in this field are designed to help you carefully plan the distribution of your assets and minimize the associated tax burden, ensuring that your wishes are carried out appropriately and legally.
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Succession planning
We help you develop a comprehensive estate planning strategy that ensures the efficient and smooth transition of your estate to your loved ones or desired beneficiaries.
S Taxestates and donations
We explain in detail how inheritance and gift taxes work in your jurisdiction and help you minimize the tax burden on your heirs or beneficiaries.
Inheritances and donation of property
Tea we advise andwe help calculate inheritance and gift tax(ISD), always taking into account state and regional regulations, as well as existing tax reductions, bonuses and benefits. We assist you in the presentation of the declarations and in the settlement of the tax.
We offer guidance on how real estate is taxed in inheritances and gifts, including municipal capital gains and other taxes related to the transfer of real estate.
Tax reduction strategies
We develop strategies to reduce the tax burden associated with inheritances and gifts, which may include gift planning or creating specific legal structures.
Normative compliance. Defense of rights
We keep you up to date with evolving regulations related to inheritances and gifts, ensuring you are in compliance with the law. In the event of disputes or legal challenges related to inheritances or donations, we offer defense services to protect your rights and wishes.
Our advisory services for donations and inheritances are treated from a comprehensive management perspective, ranging from initial planning to the execution of the inheritance or donation, guaranteeing that all legal and tax obligations are met with the best results for our clients. .
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