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Tax-efficient wealth succession for the generations to come

A well-thought-out wealth succession protects what has been built and prevents taxes or unresolved legal issues from burdening the transfer. Whether a gift, an inheritance or an advance succession arrangement, we develop solutions that are sound in tax terms and fair across generations.

The PDC Alliance reception area, featuring high-quality furnishings and a peaceful atmosphere The PDC Alliance reception area, featuring high-quality furnishings and a peaceful atmosphere

Holding companies, family holding companies, foundation models

Not every succession structure suits every estate. Holding companies, family holdings, foundations and other succession arrangements are carefully examined from a tax perspective. The planning also takes into account liquidity effects, valuation issues, deadlines and reporting obligations.

The tax structure only holds if business succession under civil law supports it.

Cross-border wealth succession

In the case of foreign assets, international family situations, residence issues and tax treaty aspects, we carefully align all relevant factors in order to reduce double taxation risks and ensure consistent planning.

Your contacts

Dott. Comm. Josef Vieider Dott. Comm. Josef Vieider Dott. Comm. Josef Vieider Email: [email protected] Phone: +39 0471 288 333 View profile →
Dott. Comm. Alessandro Zanellato Dott. Comm. Alessandro Zanellato Dott. Comm. Alessandro Zanellato Email: [email protected] Phone: +39 0471 288 333 View profile →
Dott. Comm. Stefan Lanznaster Dott. Comm. Stefan Lanznaster Dott. Comm. Stefan Lanznaster Email: [email protected] Phone: +39 0471 288 333 View profile →
Dott. Comm. Thomas Pichler Dott. Comm. Thomas Pichler Dott. Comm. Thomas Pichler Email: [email protected] Phone: +39 0471 288 333 View profile →
RA Avv. Vanessa Gasteiger RA Avv. Vanessa Gasteiger RA Avv. Vanessa Gasteiger Email: [email protected] Phone: +39 0471 288 333 View profile →
Newsletter

Our newsletters – Useful Updates on Tax and Legal Matters

22.09.2026, Newsletter no. 38/2026

Periodic reporting by delegated directors – reminder for the first half of 2026

Delegated directors must report to the board of directors and the statutory auditors at least every six months on business performance, outlook and major transactions. The documentation for the first half of 2026 should be completed within the third quarter.

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02.09.2026, Newsletter No. 36/2026

Refund of foreign VAT – applications for 2025 to be filed by Wednesday, 30 September 2026

Companies and self-employed professionals may claim a refund of VAT paid in other EU Member States during 2025 up to 30 September 2026. We summarise the procedure, deadlines, minimum amounts and documentation requirements.

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