Assistance for British executors or administrators and/or trustees of German estates
Services
We assist British executors or administrators and/or trustees of German estates. The services provided include, for example,
- preparing the application for a German certificate of executorship or inheritance;
- collection of the balance of a German bank account;
- obtaining information from German financial institutions;
- advice on the tax obligations of the executor or administrator in Germany;
- advice on the tax obligations of beneficiaries in Germany.
- preparation and filing of German inheritance and gift tax returns for German;
- obtaining tax clearance for the release of German assets;
- defending against claims German forced share claims;
- Consulting regarding the structuring and timing of distributions from foreign trusts by foreign trustees to German resident beneficiaries to minimize any German inheritance and gift tax liabilities.
Upon request, we offer consultation via Zoom. For general information on how to join an instant meeting through an email invite, please visit the Zoom website.
News
- German Federal Civil Court: Application of English law can Violate German Public
- Cologne Court of Appeal: Application of English law can violate the German Public Policy
- German Federal Fiscal Court Ruling on Taxation of Distributions from a Foreign Family Foundation and a Foreign Trust
- FG Münster: Deed of Variation not recognized in Germany for Inheritance and Gift Tax Purposes
- UK: Draft Inheritance and Trustees’ Powers Bill
- Succession regulation published and will apply from 17 August 2015