How to save on real estate and securities

Dusseldorf Real estate has increased in value throughout Germany over the past ten years. Due to a change in the valuation process for real estate, the development in 2023 has become even more acute. Accordingly, heirs and recipients have had to pay higher taxes since this year.

“From the point of view of the tax office, real estate has become more expensive on paper overnight on January 1st,” explains Markus Hinterberger, Chief Investment Reporter in the current episode of Handelsblatt Today. However, it may be possible to pass on assets tax-free through usufruct or gifts. This also applies to securities. There, quick action is particularly relevant: “If I know that there is a deposit from my deceased, I should go to the bank immediately and get the account authorization.”

In the podcast, the investment expert also answered a series of listener questions on the subject of inheriting and giving away real estate. “Those who get good advice can save taxes and also avoid disputes,” says Hinterberger.

Also: The fashion portal Zalando has presented a new strategy to lead the group out of the crisis. Handelsblatt editor Nadine Schimroszik explains in the podcast what the future of the fashion portal looks like.

More: Zalando promises investors to focus on profitability

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