Tax law

Do you require legal advice or representation in tax law? As specialist tax lawyers and inheritance lawyers, we offer the following legal services in all of Germany, in particular:

• Optimization of inheritance tax, particularly in relation to the inheritance of real estate

• Support in proceedings before the fiscal court and the Federal Fiscal Court

• Tax valuation of real estate or companies

• Asset and business succession

• Setting up foundations

• Voluntary tax disclosure

Why you’ve come to the right place

As a boutique law firm with offices in Frankfurt and Berlin, we specialise in tax law and inheritance law and can therefore provide you with the best possible advice and representation in these matters.

Our experienced specialist lawyers take the time to address your concerns and support you nationwide to achieve the best possible outcome for you.

We offer short-notice, unbureaucratic appointments for an initial consultation in person or by telephone, during which you can discuss your concerns. Where possible, we will give you a non-binding initial assessment of your case and your chances of success.

How we support you in tax law

As specialist lawyers for tax law, we support you in particular with the following matters:

Optimising your inheritance and gift tax

Through skillful legal structuring and management, you can significantly reduce the tax burden associated with an inheritance.

The most sensible approach is to make arrangements during your lifetime in order to transfer assets to the next generation in a tax-optimised manner. However, even as an heir, you still have many options available to you.

Mistakes are often made, particularly when transferring real estate and businesses, which unnecessarily increase the effective inheritance and gift tax burden.

We support you, both as a testator and as an heir, in minimising the gift or inheritance tax incurred and, even in complex family constellations or communities of heirs, we confidently navigate you through the various legal and tax challenges.

Tax valuation of real estate or businesses

Would you like to gift real estate or company shares, or are these assets part of an estate and you need a valuation?

We can support you with our expertise and will be happy to prepare the necessary tax valuations for you, which are also recognised by the tax authorities.

In addition, we will prepare the necessary tax declarations for the transferred real estate or business asset as well as inheritance tax or gift tax returns for you.

Tax disputes with the tax office

Are you in conflict with the tax office and feel powerless?

We represent and advise you competently in tax disputes with the tax authorities. Experience shows that many disputes with the tax office can be resolved in the taxpayer’s interest if an experienced lawyer is consulted.

We support you in all disputes with the tax office, whether in appeal proceedings before the fiscal court or the Federal Fiscal Court.

Asset and business succession

As a successful entrepreneur, it is certainly important to you to arrange your succession and the management of your assets in the best possible way in your interests.

We support you in this process from start to finish.

We assist both smaller owner–managed companies and medium–sized family businesses throughout the entire succession process and also review any measures that may be necessary in the run–up to the transaction (such as restructuring).

Setting up foundations

Setting up a foundation can offer many advantages.

Perhaps you want to protect assets from third-party access or protect your family or company assets and thus secure your life’s work (asset protection).

Or maybe you have a cause close to your heart that you want to support and consider setting up a charitable foundation.

We can assist you in the decision-making process and provide advice and support at every stage of setting up a family foundation or charitable foundation, as well as with any ongoing queries relating to foundation law.

Voluntary disclosure

To protect yourself from criminal penalties for potential tax violations, you have the option of making a voluntary disclosure which will exempt you from punishment.

The requirements for effective voluntary disclosure are stringent , but those who act promptly and seek legal assistance can minimise their tax risks and, as a rule, avoid criminal tax proceedings.

In any case, it is advisable to seek advice from a law firm specializing in tax law.

Your English-speaking tax lawyers

Our experienced team at sherb, comprising specialist lawyers in tax law and inheritance law from Frankfurt am Main and Berlin, has extensive experience in the field of tax law and can help you in clarifying any legal questions you may have on this subject. We are happy to advise you on this matter nationwide.