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Inheritance tax return
We help heirs and executors by properly preparing their inheritance tax return
After the death of a loved one, the assets and debts of the deceased go to the heirs. If the value exceeds the exempt amount, inheritance tax must be paid.
Our specialists can determine the value of the estate and complete the return as accurately as possible.
More information
tax specialist
+31 (0)35 628 57 53
bernd@habermehl.tax
What is inheritance tax?
In an inheritance, the assets of a deceased person pass to the heirs. The heirs pay inheritance tax on the inheritance. The inheritance tax is calculated on the value of all assets minus the debts. Are the debts higher than the value of the inheritance? Then you can refuse the inheritance. As an inheritance tax advisor, we can help you with this.
When should you file your inheritance tax return?
Are you an heir or executor and receive an inheritance tax return letter? Then you must always file a tax return. Do you not receive a letter, but do you inherit more than the legal exemption that applies to you? Even then you are required to file an inheritance tax return with the Tax Office.
The inheritance tax return must be filed within 8 months of death.
Want inheritance tax advice? Enlist the help of an inheritance tax advisor. It will save time and perhaps money.
What is the difference between gift tax and inheritance tax?
If you receive a gift, you usually have to pay gift tax. However, the gift must be made at least 180 days before death, otherwise the gift is (usually) included in the value of the inheritance and inheritance tax must still be paid on it.
Do your own inheritance tax return or outsource it?
Many heirs pay more inheritance tax than necessary. This is because inheritance law is complex and each situation is unique. Do you want the tax return to go well? Our inheritance tax advisor prevents you from paying unnecessarily much inheritance tax, advises you on inheritance tax and guides the process in the right direction.
Determine the most favourable interest rate for the claim on the surviving parent
If the first parent dies, the children will have a claim on the surviving parent. He or she will owe annual interest on this. Various factors determine which interest rate gives the best result from a tax perspective. That is why our tax specialists always calculate different scenarios.
Set the interest rate agreement for the claim in good time
Be alert to the term within which the above-mentioned interest agreement comes into effect. The Tax Authorities only recognise the agreement if you record it within 8 months after the death of the first parent.
Consider a settlement agreement after the death of the first parent
Many heirs have difficulty proving the value of unpaid child support after the death of the surviving parent. If this information is missing, you will miss out on deductions. Therefore, have a settlement agreement drawn up after the death of the first parent. This can also be done through us.
- You will be in contact with a tax consultant who will respond to your questions within 1 working day
- You can also contact us for all other tax issues and tax returns
- You avoid additional taxes and never pay too much income tax
Situations in which we are called in
Our tax advisors are regularly employed as:
- there are several heirs and/or it concerns blended families
- the deceased leaves a business or real estate
- the heirs want to be sure that the inheritance tax is dealt with properly and smoothly
Good tax advice pays for itself
No one wants to pay too much tax. And certainly not for a gift.
Will you be receiving a gift or paper donation soon? Or do you have inheritance tax advice? Contact us. It's a shame to miss out on an exemption because you don't know the rules or explained them incorrectly.
The convenience of multiple specialties under 1 roof
In addition to inheritance tax, as an heir you will face questions about such things as:
But also if you want to know what you can best arrange for the future, we advise you on:
Then you are also in the right place with our team. We have the right knowledge in-house: tax specialists, (notarial) lawyers and assistant accountants, among others.
Knowing how to save on inheritance tax returns
To keep the amount of inheritance tax as low as possible, the following choices are available:
- Donate the amount in the amount of the exemption when you are alive
- gift on paper, the so-called gift under acknowledgment of debt
Call in an inheritance tax advisor from Habermehl if you want to save on your inheritance tax return. We know what is and isn't possible.
Common mistakes
Did you know that heirs regularly receive an unnecessarily high assessment? This happens, for example, if:
- the value of the household effects has been determined in accordance with the testator's household effects insurance policy
- heirs do not object to an excessive WOZ value of an inherited house
- Unpaid inheritance shares (the children's shares) are forgotten as a deduction item
- the interest on the claim of the surviving parent is wrongly determined
- wills are misinterpreted
- heirs make a declaration independently of each other and/or differ from each other
This is how we support your inheritance tax return
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Facts and figures about Habermehl
Over 1,000 individuals and businesses rely on us for tax advice
Customers rate our services with a:
4.7 out of 5 (source: Google)
Quality guaranteed: we are a member of the Dutch Association of Tax Advisers
Continuous continuing education through PAOB, the Postgraduate Tax Science Education Program
Tip: reduce inheritance tax by making proper arrangements during your lifetime
Many people find it difficult to talk about their estate when they are living life to the fullest. Yet as a testator, this can save you a lot of tax dollars for your loved ones. That's why, as inheritance tax advisors, we recommend probate while alive:
- what is a favourable interest rate for the child's share and to record this
- To what extent your will is up to date, or needs to be amended or expanded
- Whether it is wise to establish or amend prenuptial agreements
- how much tax benefit donating provides and what exemptions there are
Seek tax advice and benefit from our knowledge
Every year, businesses and individuals pay too much tax money. Do you have your tax affairs in order? 9 times out of 10, our tax specialists find improvements. Good tax advice pays for itself.
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You can reach us at (035) 628 5753 or info@habermehl.tax. Do you prefer us to contact you? Fill in your details and we will contact you as soon as possible.
