+49 (0) 821 99601-0
kanzlei@hlb-augsburg.euProfessional succession advice
Your partner for donations, wills and anticipated succession.
Succession consulting
Secure the future of your company.
Our promise:
Regardless of whether you hand over your company or your assets within the family or are looking for an external successor for your company – we ensure that the transfer process is tax-optimized, smooth and successful. Together, we will shape your company’s future in a tailor-made, secure and planned manner! Our team brings together experts from all relevant areas for your succession advice under one roof.
Our succession advice at a glance
Inheritance
- Execution of wills
- Preparation of inheritance/gift tax returns including valuations
- Support with tax audits and extrajudicial and judicial proceedings
- Settlement of estates
Succession planning
- Inheritance tax and income tax planning, optimization of company and asset succession
- Transfers during lifetime, donations and anticipated succession
- Optimization of the asset structure for upcoming donations or in preparation of an inheritance succession
- Succession planning under inheritance and company law, wills, inheritance contracts, waiver of statutory share
- Precautionary measures, e.g. (general) powers of attorney and living wills
- Drafting wills and testamentary dispositions
- Examination of existing dispositions with regard to effectiveness and legal risks
- Foundation solutions
Further services
Link to: Wirtschaftsprüfung
Auditing
Independent audits create trust through financial accuracy, maximum transparency and compliance with legal regulations.
Link to: Rechtsberatung
Legal advice
We support you with contracts, company law and regulatory compliance to ensure legal certainty and stability.
Link to: Steuerberatung
Tax advice
We advise companies and private individuals on tax issues to ensure legally compliant solutions and sustainable economic benefits.
Link to: Unternehmensberatung / Bewertung
Business consulting / company valuation
We improve company performance, optimize business strategies and promote sustainable growth through tailored consulting.
Further services
Link to: Wirtschaftsprüfung
Auditing
Independent audits create trust through financial accuracy, maximum transparency and compliance with legal regulations.
Link to: Rechtsberatung
Legal advice
We support you with contracts, company law and regulatory compliance to ensure legal certainty and stability.
Link to: Nachfolgeberatung
Succession planning
We support individuals and companies in planning their succession to ensure smooth handovers and long-term stability and growth.
Link to: Unternehmensberatung / Bewertung
Business consulting / company valuation
We improve company performance, optimize business strategies and promote sustainable growth through tailored consulting.
