By thinking and studying matters together with our clients based on a shared awareness of the issues involved, Yamada & Partners proposes and helps implement methods for stable use and maintenance of assets over the mid- and long term as well as their smooth business succession, while accurately identifying future trends.
Yamada & Partners’ inheritance consulting
1. We handle more than 2000 inheritance-related cases every year (including inheritance/business succession consulting and inheritance tax returns)
With a large number of members with a wide range of experiences and achievements, Yamada & Partners can propose solutions suited to our clients’ needs and provide support for their dynamic implementation utilizing our organizational power.
2. We offer a wide-ranging menu of services utilizing our specialized abilities
Measures to reduce inheritance tax/inheritance distribution measures/effective use of inter vivos gifts/secondary inheritance measures
Use of asset management companies/payment in kind, deferred tax payment/use of foundations and corporations/assistance for tax audits
3. We can offer a wide-ranging menu of services utilizing the power of the Group
Yamada & Partners can put the power of the Group to use in offering one-stop services. We are possible to offer a support for legal services in cooperation with law offices, a support for registration operations in cooperation with judicial scriveners’’ offices, and measures for putting real estate to effective use, sorting out interests in land, and payment in kind in cooperation with Yamada Real Estate Consulting Co., Ltd.
Menu of inheritance consulting services
- Reducing assessed value
- Securing sources of funds for tax payment
- Transfer of assets
- Distribution of inheritance
Support for preparation of will
The will plays vital roles in communicating one’s intents to surviving family members, making those intents real, and avoiding difficulties in inheritance procedures for surviving family members.
Yamada & Partners provides support for preparing a will that reflects consideration for balancing tax burdens and assets, to realize your own intents in writing the will.
Prior agreements for inheritance tax returns
When an inheritance arises, it is essential to establish matters such as who will be the inheritor, how assets will be passed a long, and how the inheritance will be distributed.
Yamada & Partners puts to use our wealth of experience and expertise in advising on measures and assisting with inheritance tax returns, in order to pass along more of our clients’ vital assets to their inheritors in a smooth manner and provide peace of mind to surviving family members.
International inheritance/asset succession consulting
Our consulting services help in areas including study and implementation of optimal inheritance and asset-succession measures from legal and taxation perspectives both overseas and in Japan.
Since inheritance-related concerns and issues vary among individual clients, tailor-made services are essential. Yamada & Partners’ inheritance consulting services start by asking the client about his or her thinking on inheritance. Next, we make any current problems clear and develop and propose the best asset-succession plans through comparison of various appropriate methods. We then provide continuous support for implementing the asset-succession plan developed, including scheduling, progress control, and follow-up on tax returns.