Claiming a Death Benefit from a Canadian Retirement Plan or Savings Plan

The assertion of death benefits often causes significant difficulties. Such benefits may arise from a life insurance policy, an annuity contract, a (tax-advantaged) retirement plan (e.g. RRIF or RRSP), a pension fund (pension plan) or a tax-advantaged savings plan (TFSA).

Services

Our services include:

• Obtaining a tax identification number;
• Advice on one-time/ lump payment or continuation of the contract;
• claiming benefits of Canada-Germany Income Tax Treaty;
• obtaining tax clearance certificates; and
• advice on renunciation or disclaimer in order to minimze the German inheritance tax. 

Please note that we only offer these services in connection with inheritance.

In addition, we offer representation in Preparation and Filing of German Inheritance Tax Return and advice on the consequences of inheritance on German income tax.

Consultation locations and remote consultation

We provide personal advice in Berlin. Otherwise, we advise throughout Germany using remote communication tools (Zoom, telephone, email). In most cases, this is also completely sufficient for dealing with our clients' concerns. If we think that personal advice makes sense, we will let you know!