Tax compliance
Careful filings for gifts, estates, business assets and succession planning.
We establish who gives or leaves the assets, who receives them and which conditions or obligations apply. For business assets, we also consider control, continuation of the business and the relationship with income tax and corporate income tax.
Property, shares, receivables and business interests need an appropriate valuation date and supporting documents. We assess exemptions and business succession relief against the actual transfer and coordinate the tax treatment with the notary or executor.
The date of the gift or death affects the filing timetable. We record the deadline stated in the filing notice and identify missing valuations early. A filing extension and possible tax interest require separate consideration; the person bearing the tax can also affect the calculation.
Frequently asked questions
Preferably before an agreement, investment or process change is final.
Yes. We coordinate local specialists where needed.
Yes. We translate advice into agreements, records, filings and responsibilities.
Yes. A lead adviser coordinates the specialists involved.
We agree the question, deliverables, timetable and responsibilities with you in advance.
We identify changes and control moments that should trigger a new review.
Your contact
Contact the specialist connected to this subject. You will receive a clear first response and know which information is useful for a focused discussion.
