The Berenberg asset succession analysis takes a holistic approach to your personal and financial situation in coordination with your individual objectives with regards to the succession of assets.

We aim to identify comprehensive and practical solutions to ensure a smooth asset succession and transition from one generation to the next. We will also clearly illustrate the financial and tax implications resulting from the implementation of our proposed recommendations.

As well as considering the consequences of your asset succession in terms of inheritance law, we consider any inheritance tax implications. We would be pleased to cooperate with your tax and legal advisers in order to develop the best strategy at the right time.