Assets, Heritage and Transfer of Undertakings

Datax Troisdorf

Everyone who wants to build and maintain assets needs to take into account tax questions right from the beginning. Through a comprehensive analysis we get an overview of inventory as well as our clients’ opportunities, aspirations and targets. By means of a statement of assets we fully register securities accounts, real estate value, material assets as well as private and operational liabilities. Afterwards Datax experts develop recommendations for action and investment. Datax is independent of Banks and Insurance Companies Unlike brokers of insurance or financial products tax consultants never work on commission or success basis. This is another reason why we will provide you with neutral advice and neutral consultancy.

Datax is independent of Banks and Insurance Companies

Unlike brokers of insurance or financial products tax consultants never work on commission or success basis. This is another reason why we will provide you with neutral advice and neutral consultancy.

Asset building for retirement provision is especially important in entrepreneurial and freelance context. Only a competent and profound consultancy can ensure that the state doesn’t have inordinate access to the fruits of your work and that your well-being is protected during your retirement. Inheriting is particularly important for family-owned companies. We are willing to submit recommendations that help you keeping your fortune in the family. The Datax GmbH closely cooperates with specialist lawyers for inheritance, family, company and corporate law. This enables us to clarify all legal questions connected with the transfer of undertakings and financial assets immediately.