Example

The example of company succession illustrates the complexity of the task and the need to have access to a strong network. Recommendation and steps to be taken are as individual as you and your company.

 

Generation change or company succession

 

• inheritance tax payment

• early settlement / donation

• settlement of liabilities

 

In addition to entrepreneurial and executive pension plans, the central topic is usually the successful and tax-optimized introduction of a company pension plan.

 

Company pension scheme

 

Review of the chosen implementation method:

• labor problems

• liquidity effect

• balance sheet risks

 

Insolvency protection of existing pension commitments and review of reinsurance policies

• securing personal claims in the event of the company's insolvency
• sufficient security for pledged pensions

Construction, purchase, expansion of company buildings

 

• demand-oriented object financing
• smooth processing
• attractive conditions and tax optimization