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 10 days 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.

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.

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.

German Pensions: The 6 Biggest Mistakes You Want to Avoid

The German pension system is very complex, so it is important to make smart decisions and avoid mistakes. We show you the worst ones.

Pensionfriend's Investment Advisory Philosophy

Learn about our fundamental investment advisory philosophy that forms the basis of our investment advice and recommendations.

Table of Contents