🇩🇪Germany

Schenkungssteuer auf Trust-Auflösung inkl. 10-Jahres-Vergangenheit

2 verified sources

Definition

Final trust distributions aggregate prior 10-year payouts for gift tax calculation, with example showing €22,000 tax on €600k total after €400k allowance.

Key Findings

  • Financial Impact: €22,000 Steuer (bei €200k steuerpflichtigem Vermögen nach Freibetrag); 7-30% je Steuerklasse
  • Frequency: Einmalig bei Trust-Terminierung
  • Root Cause: Manuelle Erfassung historischer Verteilungen über 10 Jahre

Why This Matters

This pain point represents a significant opportunity for B2B solutions targeting Trusts and Estates.

Affected Stakeholders

Nachlassverwalter, Begünstigte

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Financial Impact

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Current Workarounds

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Methodology & Sources

Data collected via OSINT from regulatory filings, industry audits, and verified case studies.

Evidence Sources:

Related Business Risks

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