SÜBERA – Company Pension Plans

Weighing operational, fiscal and industrial law aspects, SÜBERA prepares an individual concept for an optimal pension plan. This will also incorporate all existing pension plan systems – pension commitments, individual pension plans and pension trusts.

Inheriting and Bestowing

Under the aspect of “Wealth for Generations”, we offer the portrayal of the financial asset and succession situation for individual customers.
Our IT analysis uncovers the liquidity requirements occurring when conveying financial assets in the event of death and/or survivorship. Once these become apparent, we are able to mitigate them through modified provisions or through a specially tailored safeguarding concept. Thereafter, the legal consultation and implementation can be carried out with the assistance of an attorney, tax consultant or certified public accountant.

Contact: Rainer Sahl, Tel.: +49 761 4582-111, E-mail: rainer.sahl@suedvers.de

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SÜBERA – Company Pension Plans

Inheriting and Bestowing