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Inheritance

相続税

Inheritance相続税・事業継承対策

相続は「生前の準備・対策」がとても大切です。税理士法人鹿野会計では、相続税の節税のみならず、 遺産分割のご相談や遺言の作成等、各専門家が力を合わせ、お客様の相続対策をワンストップでお手伝いさせていただきます。

It is very important to “prepare and take measures before life” for inheritance.
At Shikano Tax Accountant Corporation, our specialists provide one-stop support for our clients’ inheritance measures, including not only inheritance tax reduction, but also inheritance division consultations and the preparation of wills.

まずは現状の把握から

相続税の生前対策の出発点は現状把握です。今、相続が発生した場合にいくら相続税がかかるのか、所有している財産の相続税評価額はいくらなのかを、しっかりと認識した上で、対策を進めていくことが重要です。

The first step is to understand the current situation.

The starting point for prenatal measures for inheritance tax is to understand the current situation.It is important to first recognize how much inheritance tax will be charged if an inheritance occurs now, and how much the inheritance tax value of the property you own is, before proceeding with countermeasures.

Understand

現状把握

grasping the current situation

相続財産の把握

どのような相続財産が相続税評価額として、どの程度あるのかを把握します。

inheritance property

Figure out what inheritance assets are valued for inheritance tax purposes and to what extent.

相続税額の試算

現状で相続が発生した場合に、どの程度相続税額が発生するのかを試算します。

Estimation of Inheritance Tax

Estimate the amount of inheritance tax that would be due in the event of an inheritance.

問題点の把握

争族にならないか、納税資金は大丈夫か等、現状の問題点を把握します。

Identifying problems

Understand the current issues, such as whether there will be any disputes and whether the tax payment funds will be sufficient.

Report/Suggest

現状報告・対策のご提案

Report and proposal of countermeasures

現状のご報告

現状把握の結果をご報告いたします。

Report

We will report on the results of our assessment of the current situation.

具体的対策のご提案

いくつかの具体的対策を節税効果およびメリット・デメリットと共にご提案させていただきます。争族対策、納税資金の確保、評価の引き下げのすべてを考慮した生前対策をご提案いたします。

Propose specific measures

We will propose several specific measures with tax-saving effects and advantages/disadvantages.We will propose a prenatal plan that takes into account all of the following: preventing disputes, securing tax funds, and lowering valuation.

Proceed

対策の実行

implementation

対策の選択・実行

ご提案した対策の中から、お客様に対策をお選びいただき、具体的な実行に移ります。
(例)

  • 最良な資産分割
  • 土地、非上場株の評価 引き下げ
  • 生前贈与、親族間売買
  • 養子縁組
  • より節税効果のある 生命保険への加入

Selection and implementation of countermeasures

The customer selects a countermeasure from among those we have proposed, and we move on to the concrete implementation of the countermeasure.
(Examples)

  • The best asset division
  • Reduction in valuation of land and unlisted stocks
  • Living wills gifts / sales between relatives
  • adoption
  • Purchase more tax-efficient life insurance.

For Bussiness Orner企業オーナーの事業承継対策サービス

事業承継は企業オーナーが直面する大きな課題です。流動性の低い非上場株式が多額の相続税評価額となり、その結果、後継者の相続税負担が大きくなるケースはよくあります。さらには、後継者不在、後継者育成にまつわる問題や、事業譲渡(M&A)・事業整理の可能性も視野に事業承継を検討することもあります。私たち税理士法人鹿野会計に、お気軽にご相談頂ければと思います。

Business succession is a major challenge faced by corporate owners.There are many cases in which illiquid unlisted stocks are valued at a large amount of inheritance tax, resulting in a large inheritance tax burden for the successor.
We may also consider issues related to business succession and successor training in the absence of a successor, as well as the possibility of business transfer (M&A) and liquidation.Please feel free to contact us at Shikano Tax Accountant Corporation.

税理士法人 鹿野会計

住所
名古屋市北区敷島町41-3
TEL
052-917-7401
FAX
052-917-7402
E-mail
info-stao@triton.ocn.ne.jp

Shikano Tax Acountant Corporation

Address
41-3 Shikishima-cho Kita-ku Nagoya-shi
TEL
052-917-7401
FAX
052-917-7402
E-mail
info-stao@triton.ocn.ne.jp