Preparation and Filing of German Inheritance Tax Return

Services

We provide comprehensive advice on the tax consequences of death in relation to Canada. Our services include, for example,

• preparation and filing of German gift tax return and/or inheritance tax return in case of distributions to German resident beneficiaries from a Canadian trust; 
• preparation and filing of German gift tax return and/or inheritance tax return if the estate of a (German resident) decedent comprises assets in Canada;
• preparation and filing of German gift tax return and/or inheritance tax return in case that the decedent was not a resident of Germany; 
• consideration of  Canadian capital gains tax on the deemed disposition on death;
• applying for a credit on German inheritance tax for Canadian death taxes (e.g. Ontario Estate Administration Tax) paid; 
• examining whether a taxable acquisition has occurred in the event of death of a beneficiary of a Canadian retirement plan (e.g. RRIF, RRSP), tax-priviledged savings plan (e.g. TFSA) or pension plan;
• expert opinion on taxation, in particular in the case of a Canadian trust.

In addition, we also offer advice on the consequences of inheritance for German income tax.

Places of consultation and remote consultation

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