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 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 4 months ago

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.

The main benefits of Private Pension Plans and Inheritance in Germany
The most important inheritance tax points to know
How cross-insurance can help you build protection
The most important child and widow provisions in Germany you need to know
Why you still may need term life insurance

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.

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