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.
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.