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.

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).