Wealth & International Matters

A new centre of life raises the question of what remains economically connected to Germany. I examine the German tax questions arising from your move and which decisions may still be worth considering before you relocate. Where you hold interests in companies, I look in particular at whether exit taxation needs to be taken into account.

The day you move is not the only consideration. How you subsequently use or transfer your wealth may also matter to your planning. You receive a reasoned assessment of the available courses of action and their timing. Questions concerning the law of the destination country are coordinated with advisers qualified in that law.

You may wish to pass on wealth during your lifetime while remaining financially independent. Or you may need to arrange succession when family members live in different countries. I work with you to determine how your wishes can be given legal effect and which German tax consequences need to be considered.

We take existing wills and earlier transfers into account. This allows you to consider gifts and succession on death together. If a death has already occurred, we clarify the German legal and tax questions relevant to your next decisions.

Before acquiring assets in Germany or an interest in a company, it is worth examining the legal structure and its tax consequences. I advise on these German questions and identify where treatment in another country involved needs separate clarification. This service is for people living abroad as well as investors resident in Germany.

A change in personal or economic circumstances can also be a reason to review an existing holding's structure. I set out the courses of action considered, their German legal and tax consequences, and the questions that still need separate clarification. This helps you prepare your next decision about the structure; it is not a recommendation to make any particular financial investment.

Some steps require a notary, advice on foreign law or a separate valuation. I agree with you who should be brought in and bring together their contributions for the question I am handling. Each person's responsibilities remain clearly defined. Where needed, an independent valuation report is commissioned separately.