Forward-looking planning is crucial to minimise inheritance or gift tax and ensure a smooth transfer of assets. These taxes can have significant implications for the estate or gift and result in unexpected high tax burdens for the heirs or recipients.
Strategic planning enables the optimal utilisation of tax exemptions and the creation of tax-optimised transfers. What is important in this context is to ensure that the individual tax situation is analysed and appropriate steps aimed at minimising the tax burden are taken. Factors such as asset structure, assets, relationship to the recipient, and potential tax benefits play a crucial role here.
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