Inherited property
An inherited property, put in order calmly.
An inheritance raises questions nobody prepares for. What is the property worth? Which figure does the tax office want to see? And what applies when several heirs have to decide together? I take on the part that concerns the property — valuing it, putting it in context and, if you decide to, selling it.
- PersonalYour situation comes first
- TogetherA shared basis for the heirs' decision
- ClearUnderstand the property value and next steps
Property inheritance specialistSprengnetter
Value and tax
Market value appraisal
For the tax office, what counts is the market value on the date of death, not today's market price. If the value set by the tax office's standardised method is higher than the actual value, a qualified appraisal can be the basis for a correction. I prepare the valuation using recognised methods and document it transparently. The tax assessment itself is something to discuss with your tax adviser.
For co-heirs
Community of heirs
When several heirs have to decide together, a sale rarely fails because of the market – it fails because of different ideas about the value. A neutral, well-documented valuation creates a common basis that can be discussed objectively. I then handle the sale so that everyone involved has the same information – without taking sides.
Process
How it usually works
You decide when to take the next step.
- 01
First conversation
We talk about the property, the heirs involved and the next steps required – confidentially and free of charge.
- 02
Documents
Land register extract, floor plans, energy certificate, any tenancy agreements – I tell you what is useful and help obtain anything missing.
- 03
Valuation
An on-site inspection and a documented market valuation as of a reference date: the date of death for the tax office, or today for a sale.
- 04
Decision and sale
You and your co-heirs decide whether to keep, let or sell the property. If you sell, I support everyone involved on the same information.
Questions
Questions heirs ask
Do I have to sell an inherited property?
No. You can keep, let or sell the property. A valuation shows the figures behind each option before you decide.
Which value does the tax office use?
The tax office starts from its own standardised valuation. If a lower market value on the date of death can be proven, a qualified appraisal can support a correction. How it is used is something to clarify with your tax adviser.
What if the co-heirs cannot agree on the price?
A neutral, documented valuation gives everyone the same starting point. It does not replace an agreement between the heirs, but it often makes one possible.
Can the property be sold before the certificate of inheritance is issued?
As a rule, the heirs must first prove their status as heirs, for example with a certificate of inheritance or a notarised will together with the probate record. Your notary will confirm what applies in your case; preparations for the sale can begin earlier.
These answers are general information, not legal or tax advice. Your notary, lawyer or tax adviser assesses your individual case.
Professional background
Qualifications
Certified specialist in inheritance-related property matters (Sprengnetter) and DEKRA-certified expert for property valuation. Legal and tax questions are clarified with your notary, lawyer or tax adviser – I contribute a sound assessment of the property and its value to that process.
- Property inheritance specialistSprengnetter
- Certified property valuation expertDEKRA-certified
Certified property valuerEIA · Reg. no. 010/2021
If you would like to talk
An inheritance has no fixed pace. If for now you simply want to know where you stand, write to me. A first conversation places you under no obligation.