The 3 Inheritance Tax Benefits of a Private Pension Plan in Germany

Private pension plans and inheritance in Germany: Discover the best way to use the options to your advantage.
Dr. Chris Mulder

Dr. Chris is a former Senior Economist and Manager at the IMF and The World Bank. He is a Hypofriend Co-founder.

Published on Nov 29, 2023 Published on Nov 29, 2023 . Updated 18 days ago

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Dr. Chris is a former Senior Economist and Manager at the IMF and The World Bank. He is a Hypofriend Co-founder.

The main points in brief:

  • Your designated beneficiaries do not need to pay capital gains tax. This can save them taxes on the assets of up to 26,375 %!
  • With Pensionfriend's Private Pension Plan you get paid up to 110 % of the total accumulated value in case of death.
  • You can easily assign and reassign who is the beneficiary of your Private Pension Plan in case of your death, without changing your will.
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