We offer expert, comprehensive and proactive advice to institutional investors

Whether during a purchase, a change of company form or when shareholders join or leave the partnership, we can support you in every step of a property transaction:

• Share deal or asset deal: We provide due diligence in tax affairs, help prepare tax clauses, and coordinate with the other party’s tax consultants and lawyers.
• Land transfer tax: Assessment and valuation of the factors relevant to land transfer tax during changes to the shareholder structure (share deal), in order to ensure precise calculation and minimise tax burdens.
• VAT risks: We identify and minimise risks, such as input tax adjustment according to German VAT law, the transfer of an entire business, and the correct VAT handling by the seller.
• Income tax risks: We identify and minimise risks, such as operating facilities and contractual relationships with tenants that have a detrimental effect on the expanded reduction in business tax.

Selling a property or transferring it to a successor involves a number of tax-related challenges and opportunities that we can shape to your advantage:

• Due diligence and tax clauses: We answer questions from potential buyers as part of tax-related due diligence, prepare customised tax clauses, along with a story book for transparent communication.
• Minimising risk: Hedging against VAT risks such as input tax adjustment and the transfer of an entire business, as well as minimising income tax risks like the loss of business tax privilege for property companies.

Efficient, tax-optimised property administration is key to the long-term success of your investment:

• Tax returns and accounting: Preparation of tax returns, separate and uniform assessments for limited companies and partnerships, business tax and VAT returns, as well as VAT advance returns for liable lettings.
• Annual financial statement: All-round support with bookkeeping and annual financial statements for German property companies.
• Changes in use and conversions: Tax consulting for changes in use, modernisation projects and energy refurbishments, as well as identifying operating facilities that are detrimental to business tax privileges.
• Operating cost statements and assessment notices for property tax: Support in the preparation of operating cost statements in the year of purchase, as well as notices for property tax and valuation procedures according to both old and new law.

For international investors with limited tax liability, we offer comprehensive consulting in all tax-related matters for your investments in Germany. Our services cover the following:

• Bookkeeping and annual financial statement: Preparation of the annual financial statement and bookkeeping for tax purposes in Germany, specialising in property businesses.
• Cross-border tax issues:With our many years of experience in international tax law, we can guide you safely and expediently through the issues that arise during cross-border transactions.

We provide tailored training courses, both online and in person, to help your property and asset managers. As well as providing up-to-date pointers on preparing rental contracts or incentivising leases, our courses and events raise awareness for the importance of tax issues in everyday business.