The starting point of the Berenberg asset succession analysis is a holistic approach to your personal and financial situation against the backdrop of your individual objectives with regard to the transfer of assets.

This aims at identifying both comprehensive and practicable recommendations which ensure an asset succession and a smooth transition from one generation to the next which is in your interests and which also illustrate the financial and fiscal implications resulting from the implementation of the recommendations to be developed.

Besides the individually relevant consequences of your asset succession in terms of inheritance law, this approach also looks at the consequences in terms of inheritance tax. We are happy to cooperate with your tax and legal consultant in order to develop the best strategy at the right time.