Schenken & Vererben

Taxy.io Schenken & Vererben is a digital solution designed for tax advisors to streamline inheritance and gift tax consulting. It enables fast, structured analysis of complex family and asset situations, offering automated calculations and personalized reports. The tool simplifies estate planning, reduces errors, and enhances advisory quality through intelligent features tailored to legal and tax professionals.

Features

• Family Tree Generator: Visualizes family relationships for inheritance planning.
• Asset and Gift Tracking: Records current assets and previous gifts for accurate tax assessment.
• Legal Succession Calculation: Automatically determines statutory inheritance shares.
• Testament Scenarios: Supports creation and comparison of wills and customized succession plans.
• One-Click Tax Calculations: Computes inheritance tax and gain equalization instantly.
• Scenario Comparison: Evaluates complex cases like property transfers, disclaimers, and chain gifts.
• Checklists and Templates: Guides structured client interviews and documentation.
• Custom Reports: Generates personalized summaries for client meetings.

Capabilities

• Rapid Advisory Preparation: Identifies advisory needs within 30 minutes.
• Standardized Workflows: Ensures consistency and compliance across cases.
• Individualized Planning: Adapts to unique family and financial situations.
• Error Minimization: Reduces manual mistakes through automation.
• Client Engagement: Enhances transparency and trust with clear visualizations and reports.

Benefits

• Saves time in client onboarding and planning sessions.
• Improves advisory quality with data-driven insights.
• Reduces liability risks through structured documentation.
• Enables proactive tax planning and early risk identification.
• Supports scalable consulting for multiple clients and scenarios.

Editions

• Standard Edition: Includes up to 50 advisory cases and 1 user license.
• Extended Editions (likely available upon request): May support more users, cases, and integrations for larger firms.