For property owners, the changes to inheritance tax from 2023 are of significant importance.\nThese reforms can have a direct impact on financial planning and the preservation of real estate assets.\nHere you can find out what important changes need to be considered and how you can prepare for them. <\/p>\n\n
From 2023, new inheritance tax allowances will apply, which have been increased for families and close relatives in particular.\nThe tax-free amounts for spouses and registered partners will rise to 500,000 euros<\/strong>.\nFor children and stepchildren, the allowance is now 400,000 euros<\/strong> per child.\nThis increase can help to reduce the tax burden when transferring property. <\/p>\n\n The valuation of real estate for inheritance tax purposes will be governed by a new valuation procedure from 2023.\nThis means that properties must be valued at market value in accordance with the new guidelines.\nThe changeover to valuation according to<\/strong> the market value principle<\/strong> can lead to a fairer valuation, but is also associated with increased effort.\nOwners should inform themselves about the new valuation criteria. <\/p>\n\n There are special regulations for real estate that is considered a business asset that will come into force from 2023.\nInheritance tax relief for business assets can have a significant impact on the tax burden.\nProperty owners who also own commercial property should find out about the specific requirements and options for tax relief. <\/p>\n\n A new sustainability bonus<\/strong> will be introduced for properties that are particularly energy-efficient or meet sustainable building standards.\nThis could create incentives for property owners to modernize their properties accordingly.\nOwners should check whether their properties meet the new criteria in order to benefit from this tax relief. <\/p>\n\n From 2023, the deadlines for the transfer of assets to heirs will also be more clearly regulated.\nIn addition, it will be necessary to self-declare<\/strong> undeclared assets in order to avoid legal consequences.\nProperty owners should be aware of their obligations and consult a tax advisor in good time if necessary. <\/p>\n\n The changes to inheritance tax from 2023 will have far-reaching implications for property owners.\nThe increase in tax-free allowances, the new valuation procedures and special regulations for business assets can result in both advantages and challenges.\nIt is advisable to find out about these changes at an early stage and, if necessary, seek professional support in order to optimize the tax implications and protect assets in the long term. <\/p>\n\n <\/p>\n\n <\/p>\n","protected":false},"excerpt":{"rendered":" For property owners, the changes to inheritance tax from 2023 are of significant importance. These reforms can have a direct impact on financial planning and the preservation of real estate assets. Here you can find out what important changes need to be considered and how you can prepare for them. 1. increase in tax allowances…<\/p>\n","protected":false},"author":4,"featured_media":3454,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_kb_optimizer_status":0,"_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"categories":[34],"tags":[],"class_list":["post-3628","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-guide"],"acf":[],"mf_featured_image":{"src":"https:\/\/focus-gruppe.de\/wp-content\/uploads\/2024\/09\/AdobeStock_488794791-scaled.jpeg","width":2560,"height":1700,"crop":false,"alt":""},"mf_cats":"34","mf_prime_cat":"","taxonomy_info":{"category":[{"value":34,"label":"Guide"}]},"featured_image_src_large":["https:\/\/focus-gruppe.de\/wp-content\/uploads\/2024\/09\/AdobeStock_488794791-1024x680.jpeg",1024,680,true],"author_info":{"display_name":"m.baerschneider","author_link":"https:\/\/focus-gruppe.de\/en\/author\/m-baerschneider\/"},"comment_info":0,"category_info":[{"term_id":34,"name":"Guide","slug":"guide","term_group":0,"term_taxonomy_id":34,"taxonomy":"category","description":"","parent":0,"count":50,"filter":"raw","term_order":"5","cat_ID":34,"category_count":50,"category_description":"","cat_name":"Guide","category_nicename":"guide","category_parent":0}],"tag_info":false,"_links":{"self":[{"href":"https:\/\/focus-gruppe.de\/en\/wp-json\/wp\/v2\/posts\/3628","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/focus-gruppe.de\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/focus-gruppe.de\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/focus-gruppe.de\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/focus-gruppe.de\/en\/wp-json\/wp\/v2\/comments?post=3628"}],"version-history":[{"count":0,"href":"https:\/\/focus-gruppe.de\/en\/wp-json\/wp\/v2\/posts\/3628\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/focus-gruppe.de\/en\/wp-json\/wp\/v2\/media\/3454"}],"wp:attachment":[{"href":"https:\/\/focus-gruppe.de\/en\/wp-json\/wp\/v2\/media?parent=3628"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/focus-gruppe.de\/en\/wp-json\/wp\/v2\/categories?post=3628"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/focus-gruppe.de\/en\/wp-json\/wp\/v2\/tags?post=3628"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}2. changes in the valuation of real estate<\/strong><\/h4>\n\n
3. regulations for business assets<\/strong><\/h4>\n\n
4. sustainability bonus<\/strong><\/h4>\n\n
5. carry-over periods and obligation to self-disclose<\/strong><\/h4>\n\n
Conclusion<\/h4>\n\n