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Inheritance tax return

We help heirs and executors by properly preparing their inheritance tax return

More information

Bernd Koster

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

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:

This is how we support your inheritance tax return

This is how we work

Step 1

Meet

You will meet your tax advisor at our office or over the phone. You will then receive a proposal. If you agree with the rate, then we get to work.

Step 1

Step 2

Checklist

You will receive an email with a checklist so you can easily provide the right information.

Step 2

Step 3

Reception

The tax consultant delivers the draft inheritance tax return before the agreed date. This way you know for sure that there is enough time to go through the document together and to submit it to the Tax Authorities.

Step 3

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:

4.7

out of 5 (source: Google)

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

Customer experiences

Previously I was a client of a large accounting firm that did not do a good job. Habermehl helped me well, personally and quickly. They took care of the administration and tax returns for my private limited companies. And the settlement of an estate. Their tax advice is very valuable.

Fransje D.

I have worked with Habermehl since I started working abroad in 2009. At all times I have found reassurance and confidence for my international tax matters to be well taken care of.

Bastiaan den Braber

Habermehl has been my tax consultant for 10 years. I value good service, quick responses to questions or requests and that's great. Discussions are based on content and we always come to a conclusion.

Onno van den Brink

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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.