{"id":51,"date":"2016-12-05T21:29:03","date_gmt":"2016-12-05T20:29:03","guid":{"rendered":"http:\/\/kielkollegen.de\/\/?page_id=51"},"modified":"2017-10-09T13:40:11","modified_gmt":"2017-10-09T11:40:11","slug":"nachfolgeberatung","status":"publish","type":"page","link":"https:\/\/kielkollegen.de\/en\/wirtschaftliche-beratung\/nachfolgeberatung","title":{"rendered":"succession consultancy"},"content":{"rendered":"

<\/p>\n

Succession consultancy: Leaving your life’s work in good hands<\/h2>\n
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As they start thinking about succession, owners have usually worked for decades in their company. This is particularly true for family businesses, where owners have great emotional attachment to their organisations. And this should come as no surprise, as it is their life’s work. We ensure a smooth delivery to the next generation, either through a gift during the owner’s lifetime, or via a testamentary decision.<\/strong><\/p>\n

In our experience, successful succession consultancy must look at the process as whole, from all possible angles.\u00a0The will of the potential testator is paramount throughout the entire planning phase,\u00a0and making his or her wishes come true remain our top priority. To avoid misunderstandings, nonetheless, the entire owner’s family must be included. In this scenario, we strive to reconcile distinct positions and ideas. In our experience and according to all parties involved, our mediation avoids inheritance disputes.<\/p>\n<\/div>\n

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Generally speaking, succession consultancy engagements unfold as follows: After preparing an asset inventory, we review the testator’s will and seek agreement with potential heirs. We calculate their tax burden, define a strategy for its optimisation, and proceed to its execution. Moreover, we often monitor – upon request – the long-term implementation of the overall conditions.<\/strong><\/p>\n

A valuable tip:<\/strong> Lifemap\u00ae is a useful tool to deal with inheritances. As your tax consultant, we shall compile all relevant documents, from the will to bank statements to insurance policies. All documents in one place and one less thing to consider!<\/p>\n

Succession consultancy services:<\/h3>\n
    \n
  • Preparation of asset inventory including private balance sheets<\/li>\n
  • Development of a tax-optimised gift \/ inheritance model that is primarily oriented to the wishes of the donor \/ testator<\/li>\n
  • Gift tax assessment of companies and other assets<\/li>\n
  • Complete coordination of the implementation of civil law implementation, with the involvement of suitable experts from our network<\/li>\n
  • Complete declarations<\/li>\n
  • Administration of all relevant inheritance-related documents (Lifemap\u00ae)<\/li>\n
  • Implementation of the last will as executor<\/li>\n<\/ul>\n<\/div>\n<\/div>\n

    <\/p>","protected":false},"excerpt":{"rendered":"

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