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Inheritance tax return
We help heirs and executors by properly preparing their inheritance tax return
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tax advisor
+31 (0)35 628 57 53
bernd@habermehl.tax
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 every situation is unique. Do you want your tax return to go smoothly? Our tax advisors can prevent you from paying unnecessarily high inheritance tax and guide the process in the right direction.
This we promise
- 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
Contact within 1 working day
When to file your inheritance tax return?
If you receive a letter of notification for the inheritance tax, then you must always file a tax return. If you do not receive a letter, but you have inherited more than the legal exemption that applies to you, then you are also obliged to file a tax return. Then you are also obliged to submit an inheritance tax return to the tax authorities.
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
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.
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
This is how we support your inheritance tax return
This is how we work
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The convenience of multiple specialties under 1 roof
In addition to inheritance tax, as an heir you will have to deal with related questions. For instance about the executorship . Or about the income tax return for yourself or the deceased. Then our team is right for you. We have the right knowledge in house: including tax specialists, (notarial) lawyers and assistant accountants.
Facts and figures about Habermehl
Over 900 individuals and companies rely on us for tax advice
Customers rate our services with a:
Member of the Dutch Association of Tax Advisers
Tip: reduce inheritance tax by making proper arrangements during your lifetime
Many people find it difficult to talk about their inheritance when they are in the middle of life. Yet, as a testator, this can save you a lot of tax dollars for your loved ones. That is why we advise to investigate while you are 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
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Discover the possibilities
Imagine how nice it is when the tax return for the inheritance goes well and smoothly. Are you looking for a tax advisor to take on this worry and help you with the executorship if you wish? Schedule a meeting now.