Taxation of the Income of a Canadian Estate/Trust in Germany

Services

Although we do not offer ongoing income tax advice, we will not leave you alone with regard to the income tax consequences of an inheritance. Our services include, for example,

  • providing the necessary documents to declare German income tax on the gain from the sale of securities;
  • advice on the income tax consequences of a death benefit from a Canadian retirement plan (e.g. RRIF, RRSP), tax-advantaged savings plan (e.g. TFSA) or pension plan (pension plan);
  • advice on the taxation of the estate's current income (dividends, interest, rents, gains from the sale of securities);
  • advice on avoiding double taxation and exercising tax-election rights.

If you wish, we can support your personal tax advisor in filing an income tax return or a declaration for the separate determination of the tax bases of a foreign estate or draft these.

In-Person consultation and remote consultation

We provide In-Person consultation in Berlin and Munich.

Otherwise, we provide advice via remote communication (Zoom, telephone, e-mail). 

Do You have any Questions?

We look forward to assisting you. For the sake of simplicity and efficiency, we request that you use our contact form for your inquiry and describe the matter as clearly as possible. In addition, you can include relevant attachments. After submitting your inquiry, we will contact you either by telephone or e-mail within 2 working days. If we can assist, we will suggest a time and date for an initial consultation. Of course, you can also contact this firm or a particular attorney directly to make an appointment for a personal consultation or telephone consultation (find contact details here). Please be advised that no attorney-client relationship is created by sending us an email or filling out this contact form. For information on our fees, please click here.

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

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