We will show you which documents and information are required. Inheritance tax and gift tax are payable if you inherit assets after the death of a relative or receive a sum of money that exceeds the tax-free gift limit. We will discuss detailed information in a personal meeting and are available to answer your questions. Make an appointment today to help you!

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Inheritance tax and gift tax - After receiving an inheritance or a gift, the tax office will contact you and request that you submit an inheritance tax return or gift tax return. To assist you in this potentially complex phase, we will be happy to take on this task for you.

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The points listed below give you an overview of all relevant information and documents required for the inheritance tax return and gift tax return. These points can also serve as a guide for tax advice or forecast calculations.

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Inheritance tax and gift tax are subject to the same legal provisions set out in the Inheritance Tax Act (ErbStG). In practice, therefore, no distinction is made between the taxation of inheritance tax and gift tax.