The organisation of asset succession is a key issue for many asset owners and entrepreneurs.
Organising asset succession
The correct planning and implementation of asset succession not only ensures the preservation of your life’s work, but also protects assets for future generations. A well thought-out transfer of assets ensures that the assets are passed on in accordance with the transferor ‘ s/testator’s wishes and that potential inheritance disputes are avoided.
At LW.P Lüders Warneboldt, we understand the complexity of asset succession planning and offer you practical concepts and customised solutions. Our specialists in the fields of tax and legal advice work closely with experienced notaries on an interdisciplinary basis to provide you with comprehensive advice and customised strategies.
From drawing up a will to tax optimisation and company succession – we support you every step of the way to achieve your goals and preserve your family assets.
Early and professional advice is crucial in order to consider all relevant aspects of wealth succession and achieve optimal results. You can rely on our many years of experience and in-depth expertise to organise your wealth succession securely and successfully
What you can expect from LW.P Lüders Warneboldt
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40 years of experience
With over 40 years of experience in asset succession, we offer you comprehensive expertise and know-how. Since our foundation, we have successfully supported numerous companies in organising their asset succession. Our many years of practical experience and in-depth expertise enable us to organise even complex asset transfers and successions efficiently and with legal certainty. You can rely on our experience to optimally protect your assets and ensure the continuity of your life’s work.
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Interdisciplinary team
An interdisciplinary team put together for you consists of more than 80 experts from the fields of tax and legal advice, auditing, management consultancy and notaries. These specialists work closely together to resolve your concerns and offer you holistic solutions. By combining different specialisms, we ensure that all relevant aspects of wealth succession planning are taken into account. Our approach enables us to develop customised concepts that reflect your individual needs and goals.
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Customer proximity and eye level
At LW.P Lüders Warneboldt, we see ourselves as your partner at eye level. We are characterised by our proximity to our clients and our personal approach. We provide you with long-term support and are at your side in all phases of asset succession. We take the time to understand your specific requirements and wishes in order to offer you the best possible advice. Our philosophy of working in partnership ensures that you always feel well looked after and understood. Trust and open communication are the foundations of our successful collaboration.
Secure your assets for the next generation now!
Arrange your free initial consultation on wealth succession with our experts. Together, we will develop a customised strategy for your asset protection and a smooth transfer to your heirs.
Our services in the area of asset succession
Our specialists support you in all phases of planning and implementation. Below you will find an overview of our services in the area of asset succession:
We draw up a detailed overview of your assets, including business assets, property and investments. This inventory serves as the basis for further planning.
Based on your individual situation, we develop a concept for the transfer of assets that takes into account your wishes and objectives while optimising tax and legal aspects.
We support you in the legally compliant organisation of your estate, be it through a will, inheritance contract or anticipated succession, in order to implement your last wishes in the best possible way.
Our experts develop strategies for the tax-efficient transfer of your assets in order to minimise the inheritance and gift tax burden.
We support you in the complex task of company succession, from the valuation of business assets to the handover to the next generation or external successors.
We develop concepts to protect your assets from potential risks and to preserve their value over generations.
Our specialists are at your side throughout the entire transfer process to ensure a smooth transfer of assets to your heirs.
Do you have questions about asset succession?
With our many years of practical experience in the field of asset succession, we offer you comprehensive advice that covers all relevant aspects and secures your life’s work for the future.
Arrange an appointment with our experts. Use our contact form or give us a call.
FAQ - The most frequently asked questions about asset succession
Start with a comprehensive inventory of your assets and define clear goals for your asset transfer. Seek advice from specialists to take legal and tax aspects into account and develop a customised strategy.
Inheritance or gift tax may be payable on the succession of assets. The amount of tax depends on the size of the estate or the object of the transfer and the degree of kinship of the heirs or transferees . Careful planning can help to minimise the tax burden.
In order to preserve your family assets, it is essential to plan your succession early and carefully. Use legal structures such as family companies and foundations to secure your assets over generations and protect them from external influences.
A clear and legally compliant will and open communication are key to avoiding inheritance disputes. Regular updates to your will and early involvement of heirs in estate planning can prevent conflicts.
Without a planned asset succession, your estate will be subject to statutory succession, which is often not in line with your wishes and can lead to inheritance disputes. Unnecessary tax burdens can also arise.
Your contact persons
Oliver Warneboldt
Auditor, tax consultant, managing director
Dr Torsten Neumann
Lawyer and notary
