Skip links


Tax planning

Nowadays, in addition to individual aspects of private investment, the focus is not only on the highest yields, but also on tax options to make an investment as attractive as possible. In addition to income tax issues, wealth tax issues will also soon be on the agenda.

Often our clients also focus on the transfer to the next generation and thus on the important issue of inheritance and gift tax. Unfortunately, in recent years the tax authorities have increasingly turned their attention to precisely these issues, especially in the case of wealthy private individuals. The tax authorities are even entitled to carry out external audits here.

Our law firm has specialized with our experts in it and has the answers to the questions all around the subject of assets and taxes. As our range of services is very broad, please do not hesitate to contact us. In a first free appointment, we will check together how and whether we can support you.

After we have analysed the actual condition and your wishes, we will create a personal plan for you. Our consulting approach here is strategic and holistic. In order to really exhaust all design possibilities, the Hageter expert team of tax advisors, attorneys, chartered accountants, „generation“ advisors and if necessary official and neutral pension advisors compile your personal tax and investment concept.



Grasp of the actual situation

Preparation of operations transfer

Asset transfer

Elaboration of wishes

Tax asset planning and asset optimisation

Examination and optimisation of stocks, real estate, company investments and insurance policies

Fiscal, neutral support in the development of investment strategies and investment concepts

Analysis of investment funds and insurance investments

Tax analysis of real estate financing

Advice on the acquisition of real estate in Germany and abroad

Tax consideration for succession advice

Advice on investment models (venture capital, private equity, closed-end real estate funds and other investment funds)


Since this topic is too individual, we can only measure the amount with the conversations. Since each topic also requires different experts. The first appointment is free of charge. Further information on our pricing philosophy can be found here (Link to law firm / Costs)


Do you have any questions about pricing? Then contact us

contact us