Tax consultant for gift tax: Make legally compliant arrangements for your succession during your lifetime

Steuerberater Thomas Breit
SZ-Siegel Innovative Unternehmen 2025

How can you benefit from our tax consultancy services for inheritance tax planning?

Minimize the tax burden

Our team of experts is dedicated to reducing your gift tax burden to a minimum. With our excellent knowledge of the relevant laws and regulations we can develop effective tax strategies to optimize your tax payments.

Individual family wealth planning

We focus not only on tax issues, but also support you in developing a comprehensive family wealth plan. By combining inheritance tax aspects with inheritance and succession planning we can draw up individual and legally sound plans of action to optimally protect and pass on your assets.

Provide for your family members despite complicated family structures

If you are faced with a complex family structure, such as a patchwork family or if you have children that were born out of marriage or children from a second marriage, it is crucial to carefully plan your succession early on. In order to ensure that your assets are divided according to your wishes in such a family situation, we consider your wishes for the division of your assets while optimizing the gift tax burden that will be incurred.

Our services as tax consultants for gift tax

Find a solution by combining inheritance and gift tax law, corporate law and trade law

As a specialized tax consultancy office, we carefully plan and implement measures in line with inheritance law, while also taking into account the relevant aspects of corporate and trade law. We use all the possibilities the inheritance tax law offers in order to achieve the best tax-related outcome for our clients and keep the tax burden as low as possible.

Making gifts without having to pay gift tax

We support our clients in planning and making gifts without having to pay gift tax. By carefully analyzing your actual situation and by using suitable structuring options under tax law, we can help our clients make arrangements for their assets, ideally without having to pay gift tax.

Setting up a family holding company

We can help you design and set up a family holding company. By setting up a family holding company, assets can be transferred within the family with a minimal tax-related impact. Our expertise includes legal design and structuring of this type of company, enabling you to gift assets and reduce tax at the same time.

We do not offer the following services

Providing answers to individual unrelated tax issues

Our services as tax consultants for gift tax are aimed at larger projects where we provide our clients with comprehensive and holistic consultancy. This means we do not provide answers to individual questions that are not part of a larger project.

Order volume of less than EUR 20,000

In order to ensure that we can offer our clients high quality consultancy services, we have determined a minimum order volume of EUR 20,000. This enables to to invest the required time and resources in carrying out thorough analysis, planning and implementation of all tax affairs in connection with gift tax and inheritance law. Please understand that we cannot accept orders with a lower volume.

Tax consultant for gift tax: Case study

Situation at the outset

Ms. T., 70 years old, owns 50% of a large corporation with annual revenue of EUR 900 million and a profit of EUR 10 million. She has a large private fortune.

How did we solve the issue?

We developed a solution involving a family holding company to transfer her property to the son while maintaining control over the company. We set up a partnership limited by shares (KGaA) and a limited partnership with a limited liability company as the sole general partner (GmbH & Co. KG) as a subsidiary. Her son contributed obligations to the company.

What advantages does this have?

No gift tax

Our approach enabled the son to take over 95% of his mother’s 50% without having to pay gift tax. The value of these assets amounted to approximately EUR 100 million.

Succession and inheritance arrangements are settled conclusively

This structured transfer of assets not only led to considerable tax savings of tens of millions of euros, but also created a clear arrangement for the succession and inheritance of the large company.

Erfolgsbeispiel: Steuerberater Schenkungssteuer - Infografik

Common questions regarding Thomas Breit Tax Services

My consulting services are billed by the hour (Thomas Breit: EUR 580 net/hour, employee: EUR 380 net/hour). The analysis and your objectives will determine which concept is the best fit for your needs. The total cost of implementing this chosen concept will depend on the actual amount of time needed for the implementation. An advance of EUR 20,000 plus statutory VAT is payable when the order is placed (equivalent to the minimum fee). This advance is enough to finance the smallest project. A cost-benefit analysis always comes before concept and implementation.

My fees are generally financed by the tax savings you achieve. The return on investment is between six months and no more than two years.

Additional costs may be incurred for court fees, notary costs and an expert for corporate law, depending on the project.

We can of course work together with your usual partners. Should you need experts, we have a good network of corporate law experts and notaries.

No, we only work on a project basis. We do not offer any financial or payroll accounting as we are highly specialized. In some cases, however, it makes sense for us to prepare your annual financial statements incl. tax returns for the years around the restructuring. We will then return these tasks to your tax consultant and draw attention to the particulars.

No, never. 3,500 cases in 23 years – no slip ups.

Developing a concept can take between three and eighteen months, depending on the project. In rare cases, it may take as many as three years to implement a concept.

Yes and no. We are basically able to answer any questions concerning tax law. However, many of these questions can be answered just as well by other tax consultants with lower hourly rates, which is why we recommend you retain your usual tax consultant for such questions.

My expertise covers every legal aspect of civil law, such as private law, company law, commercial law, international tax law, inheritance law and much more. In a way, you can compare it to a general practitioner who knows about the heart but is not able to perform heart surgery. I am the cardiologist among tax consultants and my specialty lies in providing comprehensive advice that goes beyond tax law itself.

How you benefit from working with Thomas Breit Tax Services

With Thomas Breit Tax Consulting, you receive legally binding tax office information, interdisciplinary expertise from 23 years of experience, and customized, future-proof tax concepts—legally compliant and based on German and European legal forms.

Legally binding statements by the tax authorities form the basis of decision-making

Our tax consultancy office can obtain a legally binding statement from the tax authorities on your behalf. With our help you can rest assured that your tax affairs are handled in compliance with the applicable legal provisions.

Experience and expertise

23 years of experience, including 17 years as a certified tax consultant and more than 3,500 successful cases, give me the expertise to optimally structure your individual tax situation and advise you on your succession planning.

Comprehensive advice

By combining several legal fields like tax law, corporate law, trade law, inheritance law, family law, law of obligations and many more I draw up customized concepts that are legally sound and tailored to exactly fit your personal needs.

Focus on German and European legal corporate structures

I work exclusively with German and European legal entities that are subject to taxation in Germany in order to ensure that we can optimally use the tax advantages and opportunities that these legal structures offer.

Flexible and future-proof

My models are highly flexible and can be easily adapted to accommodate any changes that might occur in the future. They are infallible and guarantee that your tax and legal matters are safe and in order for years to come.

What clients say about us

Our clients value our exceptional expertise and tailor-made solutions. See for yourself how successful entrepreneurs have benefited from our tax consulting services.

Sönke Pickenpack

I have been working with Mr. Thomas Breit for years out of conviction.

Mr. Breit has far-reaching knowledge of tax laws, so that I always feel that I am in the best hands. He always answers any questions I have in connection with taxes. His office is extremely well organized and quite innovative. Full marks!

Christian Behrens

There are very few tax firms that are so outstanding and so impressive.

In my opinion, it is impossible to find anyone who can match the quality, passion and energy of Thomas and his team – not even close. Thomas has a rare and indescribable gift and we are overjoyed to have found him.

Stephan Witte
Managing director, Savitor GmbH

As the managing director of Savitor GmbH, I spent a long time looking for a solution to the challenges we were facing and came to Thomas Breit via referral.

From day one, Mr. Breit left a competent & binding impression and was quick to approach the task professionally. The result is exactly the solution we wanted – thank you very much!

Peter Maurer

Mr. Breit attaches great importance to finding the optimal structure that is easy to implement on a daily basis, so that he really does stand out from the crowd of “tax administrators”. His proposals are highly sophisticated and thought through to the last little detail.

He succeeds in realizing concepts that last for years because he thinks out of the box. We clearly recommend Thomas Breit as a tax consultant.

Jörg Holst
Owner, Bäckerei Jörn Holste GmbH

Thomas Breit and his tax office really helped our company – Bäckerei Jörn Holste GmbH – in a difficult time of upheaval.

The greatest benefit for us was that we dealt with issues that needed to be solved and subsequently implemented the required changes. We have created a basis with which we can enter the digital age. Definite recommendation.

You are seeking advice? I look forwards to hearing from you.

A few words before we start

Filling out this contact form is not legally binding in any way. When you send us this completed form we will send you a short initial questionnaire as a pdf in which you describe your concerns and current situation. In addition, you will receive information on how we work as well as a sample remuneration agreement.

Net hourly rates
Thomas Breit €750 per hour
Assigned tax advisor accourding § 58 StBerG €650 per hour
Team member €550 per hour

We are a tax consultancy office specializing in tax structuring and succession planning. We can provide you with comprehensive and interdisciplinary support and advice in these matters. Please visit our YouTube channel: Thomas Breit Tax Services

We do not offer routine accountancy and payroll services. However, if you would like us to work with you, we can refer you to our network of long-standing, highly qualified and fully digital partners.

From the blog

Current specialist articles, tax updates, and insights into our work—in our blog, we regularly share valuable expert knowledge on tax planning, succession planning, and relevant legislative changes for entrepreneurs.