Tax consultant for inheritance tax: Your partner for legally watertight succession planning

Steuerberater Thomas Breit
SZ-Siegel Innovative Unternehmen 2025

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

Valuation of assets that are not easy to value

The value of certain assets, such as companies or real estate, may be difficult to determine. As tax consultants for inheritance tax planning we have a wealth of experience in carrying out valuations and can therefore determine the exact value and minimize the tax burden.

Legally sound solutions for patchwork families and children born outside of marriage

If the family structures are very complex, inheritance tax can become even more complicated. We can help you design concepts to optimally provide for your family, ensuring that your property is divided in accordance with your wishes while using all the available tax advantages.

Individual family wealth planning

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

Our services as tax consultants for inheritance tax

Setting up a family holding company

We can help you design and set up a family holding company. This particular company structure will allow you to manage and structure your family assets efficiently and with the lowest possible tax burden, helping you to accumulate assets over time and to efficiently manage the existing assets.

Combining tax structuring aspects with inheritance and succession planning

We are highly conscious of how strongly tax structuring on the one hand and inheritance and succession planning on the other are interlinked. Therefore, we will develop a holistic strategy that takes account of your individual needs and objectives. We will ensure that your asset transfer will be carried out in the best possible way with regard to taxes.

Making gifts without having to pay gift tax

Our tax consultancy has extensive expertise in gift tax and can devise concepts for gifts within the family that are subject to minimal or even no gift tax at all. We can provide you with in-depth advice on the legal and tax-related requirements for efficiently transferring assets within the family and without incurring a high tax burden.

We do not offer the following services

Providing answers to individual unrelated questions

We do not provide answers to isolated and individual tax questions. Our specialty lies in providing holistic tax structuring and tax planning for companies with complex requirements and need for strategic action.

Order volume of less than EUR 20,000

Our tax consultancy services in the field of inheritance tax are specifically targeted at companies and natural persons and subject to a minimum order volume of EUR 20,000. From this order volume upwards, we can develop bespoke solutions and provide your company with a significant tax advantage.

Tax consultant for inheritance tax: Case study

Situation at the outset

Mr. Y. was appointed sole heir of a property worth EUR 1 million by an architect who was neither related to him by blood nor by marriage. Given his poor health he decided to gift the property to his children straight away. The inheritance tax had to be determined in order to find the optimal solutions in terms of taxes.

How did we solve the issue?

We used a strategic approach to reduce inheritance tax, managing to achieve massive inheritance tax benefits by communicating transparently and closely with the tax authorities.

What advantages does this have?

Reduce the inheritance tax significantly

Instead of the original estimate of EUR 150,000, the inheritance tax that was actually paid after our tax structuring measures amounted to just EUR 60,000. The family saved a large amount of taxes and the asset was safely transferred to the next generation.

Erfolgsbeispiel: Steuerberater Erbschaftssteuer - 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.