Private assets | family offices | asset succession

Private investments are becoming increasingly important. In addition to real estate assets, capital assets represent a major factor in providing for old age. Statutory provisions such as withholding tax, tax agreements and the widening of the scope of the EU savings directive necessitate the foresighted planning of capital assets. In particular the observance of current conditions, family backgrounds and your own strategies provide the framework for the structuring of your asset interests.

The withholding tax regulations especially lead to increased complexity of the process. New guidelines and requirements make an intensive analysis necessary. This is also true when the process is made with banks in Germany. This is the only way the investor can maintain their tax obligations and safeguard their tax rights.
 
Our experts at Rödl & Partner will assist you and your family, in confidence and with discretion with the following services:
 

Ongoing legal and tax consulting for capital investors

• Declaration consulting for capital investors
• Private financial accounting
• Preparation of investment reports
• Tax planning for private assets
• Asset controlling
• Application procedure for the refund of reimbursement tax

In the course of ongoing legal and tax consulting we support you as a private capital investor to comply with tax returns. In addition we examine ways to refine your tax arrangements for the capital investment, e.g. loss carry forwards or the correction of lump sum substitute basis for the withholding tax. Furthermore, on request we will enable a prompt information basis to control your capital investments through consistent reporting.
 

Legal and tax consulting for capital assets

• Assistance with external audits
• Management of redress procedures and fiscal court proceedings
• Arrangements for capital assets to mitigate tax and protect assets
• Legal and tax assessment of capital investment products
• Determination of capital income for voluntary declaration of tax evasion
• Comparative calculation voluntary declaration of tax evasion / tax agreement

In the course of legal and tax consulting we support you to defend your interests against the financial authorities. Our international expertise also assists you with the design of your capital assets. This will enable you to use your statutory rights, use tools compatible with family law and use of foundations at home and abroad.