HCSM solutions for private individuals – gifts and inheritance

Gifting and inheritance: tax-optimized and legally secure

Tailor-made concepts - explained in an easy-to-understand way

Whether you are receiving a gift or inheritance, or whether you wish to give away or bequeath something, both situations are usually emotionally charged. We can help you proceed in a tax-optimised and legally compliant manner, or prepare everything for you.

HCSM Tax Consultancy offers you professional expertise and accompanies you from the initial planning stage through to implementation. This includes transparent advice, clear explanations and practical solutions.

You can rely on tailor-made concepts for private individuals, families, communities of heirs and entrepreneurs with private assets.

In order to respond flexibly to your life situation, we also offer online advice.

Your advantages:

Tax optimization: Minimization of inheritance and gift taxes through individual allowances, graduated rates, and sensible arrangements.
Legal and contractual clarity: Review of wills, inheritance contracts, compulsory portion regulations, and notarial certifications to avoid disputes.
Estate planning: Asset structuring, securing family assets, consideration of real estate, business succession, and liquidity planning
Avoidance of double taxation: Coordination with international regulations, EU inheritance regulations, and cross-border issues
Transparent cost planning: Clear fee and remuneration structures, advance clarification of expected tax advantages and costs.
Risk minimization: early advice on compulsory portions, preliminary and reversionary inheritance, disinheritance protection, and tax-optimized asset transfers
Time savings and security: professional documentation, deadline management (inheritance tax return, gift tax return)

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