{"id":801,"date":"2022-07-28T19:38:41","date_gmt":"2022-07-28T19:38:41","guid":{"rendered":"https:\/\/www.solvetax-germany.com\/?page_id=801"},"modified":"2022-12-27T22:21:57","modified_gmt":"2022-12-27T20:21:57","slug":"vermoegens-und-finanzplanung","status":"publish","type":"page","link":"http:\/\/www.solvetax-germany.com\/en\/leistungen-2\/vermoegens-und-finanzplanung\/","title":{"rendered":"Wealth and financial planning"},"content":{"rendered":"<div class=\"wp-block-cover alignfull is-light\" style=\"min-height:389px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-0 has-background-dim\"><\/span><img fetchpriority=\"high\" decoding=\"async\" width=\"1920\" height=\"960\" class=\"wp-block-cover__image-background wp-image-1540\" alt=\"\" src=\"https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/12\/Zuerich.jpg\" style=\"object-position:55% 36%\" data-object-fit=\"cover\" data-object-position=\"55% 36%\" srcset=\"https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/12\/Zuerich.jpg 1920w, https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/12\/Zuerich-300x150.jpg 300w, https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/12\/Zuerich-1024x512.jpg 1024w, https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/12\/Zuerich-768x384.jpg 768w, https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/12\/Zuerich-1536x768.jpg 1536w, https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/12\/Zuerich-18x9.jpg 18w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h1 class=\"has-text-align-center has-text-color wp-block-heading\" style=\"color:#121212;font-size:23px\"><\/h1>\n\n\n\n<p class=\"has-text-align-center has-text-color\" style=\"color:#121212;font-size:17px\"><\/p>\n\n\n\n<div class=\"wp-block-buttons is-horizontal is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-499968f5 wp-block-buttons-is-layout-flex\"><\/div>\n\n\n\n<div style=\"height:49px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div><\/div>\n\n\n\n<div style=\"height:46px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Your path to wealth and prosperity<\/h2>\n\n\n\n<div style=\"height:0px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-cover alignfull\" style=\"min-height:2446px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-nv-light-bg-background-color has-background-dim-100 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-nv-dark-bg-color has-text-color\">The <strong>tax advisor<\/strong> not only knows the financial circumstances of his clients very well, he\/she is often also aware of the sensitivities of the family and enjoys the trust of the client and the family members. The <strong>tax advisor as investment advisor<\/strong> advises<\/p>\n\n\n\n<ul class=\"has-nv-dark-bg-color has-text-color wp-block-list\">\n<li>Building your own retirement savings,<\/li>\n\n\n\n<li>Safeguarding family assets and business assets,<\/li>\n\n\n\n<li>Minimizing inheritance and gift tax on the transfer of assets,<\/li>\n\n\n\n<li>Minimizing inheritance and gift tax on the transfer of assets,<\/li>\n\n\n\n<li>Investments in real estate, companies and company participations and the resulting tax consequences.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color\" align=\"justify\">As <strong>tax advisor<\/strong> , we will not recommend any specific financial product, asset or investment because, on the one hand, it may be associated with the <strong>professional law of the tax advisor<\/strong> is not compatible and, on the other hand, independent advice is not possible. With us, you receive fair and independent investment advice that takes into account your actual life situation. The <strong>tax-optimized wealth planning<\/strong> involves the transfer of wealth to the next generation. The most important factor to <strong>inheritance tax<\/strong> to avoid it or even to get out of its way is time.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/07\/VErmoegensberatung-1024x683.jpg\" alt=\"\" class=\"wp-image-713\" width=\"495\" height=\"330\" srcset=\"https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/07\/VErmoegensberatung-1024x683.jpg 1024w, https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/07\/VErmoegensberatung-300x200.jpg 300w, https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/07\/VErmoegensberatung-768x512.jpg 768w, https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/07\/VErmoegensberatung-1536x1024.jpg 1536w, https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/07\/VErmoegensberatung-2048x1365.jpg 2048w, https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/07\/VErmoegensberatung-930x620.jpg 930w\" sizes=\"(max-width: 495px) 100vw, 495px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<p class=\"has-nv-dark-bg-color has-text-color\"><strong>Asset planning includes:<\/strong><\/p>\n\n\n\n<ul class=\"has-nv-dark-bg-color has-text-color wp-block-list\">\n<li>List of existing assets such as money, financial assets, real estate, valuables, company participations, business assets<\/li>\n\n\n\n<li>Analysis of financial means and reserves and asset situation<\/li>\n\n\n\n<li>Development of an individual asset strategy<\/li>\n\n\n\n<li>Planning the tax-optimized transfer of assets<\/li>\n\n\n\n<li>Regular control and adjustment of the asset strategy to the current operational and family situation<\/li>\n<\/ul>\n\n\n\n<p class=\"has-nv-dark-bg-color has-text-color\">During our initial wealth management consultation, you will be asked many questions designed to provide an accurate picture of your actual wealth situation.<\/p>\n\n\n\n<ul class=\"has-nv-dark-bg-color has-text-color wp-block-list\">\n<li>Is the private home debt-free?<\/li>\n\n\n\n<li>Does the company have a liquidity plan?<\/li>\n\n\n\n<li>What precautionary measures such as entrepreneurial wills, testamentary wills, living wills and health care powers of attorney have been taken?<\/li>\n\n\n\n<li>How have you provided for old age?<\/li>\n\n\n\n<li>What happens to business assets when a business is given up or transferred?<\/li>\n\n\n\n<li>Has any thought been given to business succession?<\/li>\n<\/ul>\n\n\n\n<p class=\"has-black-color has-text-color\" align=\"justify\">From this you can see that the concept of \"<strong>Wealth advice<\/strong>\" is much broader than it is in daily life. In most cases, the focus here is only on specific savings and investment objects. <strong>Wealth advice<\/strong> is retirement provision, pension planning, family protection, asset protection as well as tax-optimized transfer of assets in the case of inheritance and gifts.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"has-nv-dark-bg-color has-text-color\"><strong>Financial literacy<\/strong><\/p>\n\n\n\n<blockquote class=\"wp-block-quote has-nv-dark-bg-color has-text-color is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Financial literacy,<\/strong> also known as financial competence or financial education, is a concept that assumes that consumers can be put in a position to acquire financial knowledge and thus be able to independently solve problems in the area of financial services, for example.<\/p>\n<cite>Wikipedia<\/cite><\/blockquote>\n\n\n\n<p class=\"has-black-color has-text-color\" align=\"justify\">\"Knowledge is power\" is a popular saying. However, we at SolveTax believe that \"knowledge is freedom\". We want to actively promote general economic education.Basically, we recommend reading reference books, following certain financial youtubers, financial bloggers and exchanging ideas with already experienced friends, acquaintances and family.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color\" align=\"justify\">However, if you have a specific need, we can offer you financial coaching on request, which will specifically address and explain your questions, as well as teach you basic principles of dealing with finances and insurance. Learn how to handle your finances and build a fortune.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/08\/csm_marchmeena29ccc__1__f318ca51e1-1024x512.jpg\" alt=\"\" class=\"wp-image-923\" srcset=\"https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/08\/csm_marchmeena29ccc__1__f318ca51e1-1024x512.jpg 1024w, https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/08\/csm_marchmeena29ccc__1__f318ca51e1-300x150.jpg 300w, https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/08\/csm_marchmeena29ccc__1__f318ca51e1-768x384.jpg 768w, https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2022\/08\/csm_marchmeena29ccc__1__f318ca51e1.jpg 1280w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div style=\"height:45px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color\" align=\"justify\">However, if you have a specific need, we can offer you financial coaching on request, which will specifically address and explain your questions, as well as teach you basic principles of dealing with finances and insurance. Learn how to handle your finances and build a fortune.<\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-cover alignfull\" style=\"min-height:600px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-nv-dark-bg-background-color has-background-dim-100 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div style=\"height:126px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">We help you become wealthy<\/h2>\n\n\n\n<p>Please feel free to contact us for a non-binding preliminary discussion<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-left is-layout-flex wp-container-core-buttons-is-layout-fdcfc74e wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-primary\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.solvetax-germany.com\/en\/?page_id=354\">Engage us<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"600\" src=\"https:\/\/www.solvetax-germany.com\/wp-content\/uploads\/2020\/01\/neve-web-design-bg-12.jpg\" alt=\"\" class=\"wp-image-39\"\/><\/figure>\n<\/div>\n<\/div>\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Your path to wealth and prosperity<\/p>","protected":false},"author":1,"featured_media":0,"parent":710,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"neve_meta_sidebar":"default","neve_meta_container":"default","neve_meta_enable_content_width":"on","neve_meta_content_width":100,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"on","footnotes":""},"class_list":["post-801","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"http:\/\/www.solvetax-germany.com\/en\/wp-json\/wp\/v2\/pages\/801","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.solvetax-germany.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"http:\/\/www.solvetax-germany.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"http:\/\/www.solvetax-germany.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.solvetax-germany.com\/en\/wp-json\/wp\/v2\/comments?post=801"}],"version-history":[{"count":9,"href":"http:\/\/www.solvetax-germany.com\/en\/wp-json\/wp\/v2\/pages\/801\/revisions"}],"predecessor-version":[{"id":1543,"href":"http:\/\/www.solvetax-germany.com\/en\/wp-json\/wp\/v2\/pages\/801\/revisions\/1543"}],"up":[{"embeddable":true,"href":"http:\/\/www.solvetax-germany.com\/en\/wp-json\/wp\/v2\/pages\/710"}],"wp:attachment":[{"href":"http:\/\/www.solvetax-germany.com\/en\/wp-json\/wp\/v2\/media?parent=801"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}