Transfer assets during your lifetime — thoughtfully, securely and tax-efficiently.
Many people wish to pass on their assets to the next generation during their lifetime. Anticipated succession offers the chance to arrange transfers calmly, use tax allowances and secure yourself at the same time.
With anticipated succession, assets — such as a property or company shares — are transferred during your lifetime. This can use tax allowances that renew every ten years and avoid later inheritance disputes.
Gifts of real estate and company shares require notarization. The notary structures the transfer so that your interests and those of the recipients are balanced — and aligns the arrangement with any testamentary dispositions.
Gift-tax allowances depend on the degree of kinship and renew every ten years. Early, staggered transfers can save tax. For the specific tax assessment, please also consult your tax adviser.
With appropriate rights of revocation in the contract — e.g. on the recipient's prior death, insolvency or sale — this is possible. We structure these clauses individually.
Yes. Through a reserved usufruct or right of residence, you can continue to use the property or live in it — secured in the land register.