ACTIVELY MINIMISE YOUR TAX BURDEN
ENTER TAX PLANNING WITH A PLAN
TAX PLANNING.TAX OPTIMISATION.EXPERT OPINIONS.
I want to become a clientTAX PLANNING
Structure taxes smartly
Your financial advantage starts with the right strategy
Taxes are more than a tiresome duty – they offer numerous structuring options. Even as a private individual, a targeted tax strategy can create financial room for manoeuvre and avoid unnecessary burdens.
Every decision – be it an investment, structuring your asset base or a transfer of assets – has tax consequences. Those who plan early and optimise in a targeted way not only save taxes but also secure long-term financial advantages.
I support you in developing your individual tax strategy, minimising risks and making optimal use of legal structuring options – for future-proof wealth planning.
Taxes are not a rigid construct. With forward-looking planning, burdens can be reduced and financial advantages secured. Smart tax structuring makes sure you don't pay more tax than necessary.
After analysing your tax situation I develop a tailor-made concept for saving tax and improving your overall economic situation.
Expert opinion
Tax matters are often multi-layered and wrong decisions can be expensive. A well-founded tax opinion creates legal certainty and gives you a reliable basis for decisions.
Your tax benefits at a glance:
- Analysis and assessment of individual tax questions:
Whether business split, holding structures or international tax questions – I provide a well-founded assessment. - Identifying and avoiding tax risks:
Legal certainty through a detailed tax review of your circumstances. - Showing structuring options:
Within the opinion, tax-optimised approaches are also pursued that bring you real advantages.
Tax planning
Act with foresight, save taxes! When taxes are planned early, they can be actively shaped. I support you in using tax structuring options and aligning your tax strategy optimally.
How you benefit tax-wise:
- Individual tax strategies for private individuals:
From asset transfers to long-term tax optimisation. - Tax groundwork for investments:
So that your economic decisions are structured to be tax-advantageous. - Long-term tax planning:
I support you in developing a sustainable tax strategy that optimises your tax burden over the years and secures your wealth for coming generations.
Tax optimisation
Make more of your income and assets! Optimising taxes means using structuring options smartly and legally securely in order to save taxes.
Your added value at a glance:
- Optimising existing structures:
Family pool companies, holding structures, business splits or tax restructurings – I help you make targeted use of tax advantages. - Using tax incentives and depreciation options:
So that you don't give away any tax potential. - Tax optimisation for assets and inheritances:
Structure gifts, succession planning and tax-free transfers in a targeted way.
After analysing your tax situation I develop a tailor-made concept for you to save taxes and improve your overall economic situation.
Why work with me?
BECAUSE I TAXES ATTRACTIVELY STRUCTURE
Individual solutions instead of standard advice – every tax situation is unique. I offer tailor-made strategies for your needs.
Forward-looking tax planning – use tax advantages over the long term instead of only looking at the current year.
Tax certainty for your decisions – with well-founded analyses and legally secure structuring concepts.
Book an appointment
One click to your individual tax advice
In the initial consultation we take the time to understand your concerns and discuss first ideas for your tax optimisation.
- Non-binding initial consultation – a clear start, without risk
- Discreet & GDPR-compliant contact
- Direct contact with the tax advisor – no assistant loops
- Quick, uncomplicated appointment booking
- Advice that works across generations and lasts long term
How would you like to start?
FREQUENTLY ASKED QUESTIONS
What is meant by tax structuring?
Tax structuring refers to the legal planning and implementation of measures aimed at minimising the tax burden of a private individual. This is done by making optimal use of tax rules and structuring leeway.
How can you help me with tax structuring as a tax advisor?
As a tax advisor I review your income, asset structure and life situation and develop targeted concepts – for example to exhaust allowances, structure gifts or optimise your investments.
When is tax structuring especially important?
For significant asset decisions (e.g. property purchase, inheritances, business succession or investments), early tax structuring can make the difference between a high tax burden and an optimal solution.
Is tax structuring legal?
Yes, tax structuring operates within the legal framework and uses legal options for tax optimisation. It is clearly distinct from illegal tax evasion.
What risks are there in tax structuring?
Without expert advice, faulty structures can lead to tax disadvantages or legal consequences. Support from an experienced tax advisor is therefore essential.
When should tax structuring begin?
Early planning is crucial. Ideally, tax structuring should take place before important financial decisions or transactions.
Can tax structuring also make sense for private individuals?
Yes, especially with larger assets, property ownership or planned gifts and inheritances, individual tax structuring can bring considerable advantages.
How does the choice of legal form affect the tax burden?
The legal form has a decisive influence on taxation. As a tax advisor I can support you in choosing the optimal legal form for your financial goals.
What role does depreciation play in tax structuring?
Depreciation allows the acquisition or production costs of assets to be claimed for tax purposes over their useful life, which can reduce the annual tax burden.
How often should tax structuring be reviewed?
Regular reviews, at least once a year, are recommended in order to react to changes in legislation or in your personal situation.
What role do loss carry-forwards play in tax structuring?
Loss carry-forwards allow losses of one year to be offset against future profits. In addition, under certain conditions losses can be carried back one year (loss carry-back under § 10d EStG).
How does the choice of assessment type affect my tax burden?
The choice between individual and joint assessment for married couples can affect the tax burden. As a tax advisor I always determine the solution that is most favourable for you.
What tax benefits do donations offer?
Donations to charitable organisations can be deducted as special expenses up to certain maximum amounts and thereby reduce the tax burden.
How can I save tax by using allowances?
Exhausting allowances such as the savings allowance or the training allowance can reduce the tax burden.
How does tax progression affect my tax structuring?
Under progressive taxation the tax rate rises with higher income. An even distribution of income can help to soften tax progression.
Can I save tax by shifting income?
Yes, shifting income to family members with a lower tax rate, e.g. through gifts, can lower the family's total tax burden.
How do child allowances affect my tax burden?
Child allowances reduce taxable income and can thereby reduce the tax burden. Alternatively, child benefit can be claimed.
What tax benefits do retirement provision expenses offer?
Contributions to statutory pension insurance or Rürup pensions can be deducted as special expenses and thereby reduce the tax burden.
What advanced tax structuring models exist for wealthy individuals?
Advanced structures such as family pool companies, holding structures, tax-efficient business succession or the targeted use of loss carry-forwards and allowances can offer considerable tax advantages.
However, these models should always be reviewed individually and implemented in a legally clean way.
What tax benefits does the use of family companies offer?
- Family companies – e.g. in the form of a GbR, GmbH or asset-managing GmbH & Co. KG – offer numerous tax structuring options within the family group:
- Tax-optimised wealth succession: by transferring company shares step by step, personal gift tax allowances can be used optimally (e.g. €400,000 per child every 10 years).
- Lower tax burden: income can be distributed within the family among several shareholders with a low tax rate (income splitting).
- Securing family values: assets remain in family ownership, while provisions in the articles of association (e.g. consent requirements, transfer restrictions) prevent unwanted access by third parties.
- Shielding private assets: in particular when using a GmbH structure, liability risks and the private tax burden can be clearly separated.
- Retaining valuation privileges for inheritance tax: with co-entrepreneur structures, under certain conditions (e.g. for business assets) the inheritance tax relief under §§ 13a, 13b ErbStG may apply.
- A family company is therefore an effective instrument for long-term asset protection and tax structuring, but should always be structured individually and legally secured.