Avoid costly pitfalls in the speculation period or inheritance tax through our exclusive cooperation with Stephan Lüneburg Steuerberater GmbH – professionally led by Stephan Lüneburg, Tax Advisor and Specialist for International Tax Law.
Digital first check · Direct in the calendar of Stephan Lüneburg Steuerberater GmbH · No referral fee from Davis & Partner
The property data foundation provided by Davis & Partner delivers the market-value assessment. The tax strategy of Stephan Lüneburg Steuerberater GmbH delivers the asset protection. In practice, three constellations particularly often decide on five- to six-digit differences.
Scenario 1
For rented properties, the speculation tax can noticeably reduce the sale proceeds if less than ten years pass between acquisition and sale. In the first check, Tax Advisor Stephan Lüneburg clarifies whether the period applies in your case and which structuring or postponement options are available.
Scenario 2
Inheritance and gift tax allowances can be reused every ten years. Anyone who transfers assets in a structured way across several tranches significantly optimises the tax burden. The market valuation by Davis & Partner provides the property data basis; the tax assessment and the argumentation towards the tax authorities is delivered by Stephan Lüneburg Steuerberater GmbH.
Scenario 3
Stephan Lüneburg is Tax Advisor and Specialist for International Tax Law. For expat clients, residences abroad or cross-border wealth structures, Stephan Lüneburg Steuerberater GmbH provides the expertise on double-taxation agreements, foreign inheritance cases and multi-country tax situations – seamlessly integrated with our expat service in Nuremberg.
Tax Advisor · Specialist for International Tax Law · Veitshöchheim
Stephan Lüneburg runs the Stephan Lüneburg Steuerberater GmbH based in Veitshöchheim near Würzburg. His focus is on strategic asset protection – with a strong digital workflow that serves clients from the entire Nuremberg metropolitan region independently of location. For international constellations he brings the additional qualification as Specialist for International Tax Law. The property-side preparation by Davis & Partner and the tax strategy of Stephan Lüneburg Steuerberater GmbH are strictly separated mandates that are coordinated in the client’s interest.
A concise market orientation as a basis for strategic clarification. The following key points do not replace an individual tax assessment, but indicate the order of magnitude in which the discussion typically moves.
Bavarian land value index
The Bavarian land value index has stabilised in the Nuremberg metropolitan region since 2022. For owners, this means that valuation reports as a tax base today show a more realistic value assessment than two years ago.
Inheritance cases in Bavaria
With market-value-orientated valuation in German inheritance tax law since 2023, property inheritance cases in Bavaria regularly exceed the personal allowances. Strategic gifts over ten years allow the tax base to be reduced predictably.
Speculation tax
For rented condominiums and apartment buildings, the acquisition date decides the tax burden on sale. Tax Advisor Stephan Lüneburg clarifies whether a postponed sales date is economically more advantageous than the earliest possible marketing start.
Step 1
Christoffer Davis advises you on market value, marketing strategy and transaction flow. As soon as a tax-related question becomes visible in this phase, a recommendation is made to Stephan Lüneburg Steuerberater GmbH.
Step 2
The tax first-check takes place exclusively between you and Stephan Lüneburg, Tax Advisor and Specialist for International Tax Law. Christoffer Davis does not attend this appointment – this protects confidentiality and data sensitivity in tax matters.
Step 3
The strategic line of Stephan Lüneburg Steuerberater GmbH flows into the property-side advisory by Davis & Partner – as two clearly separated mandates that are aligned in content with each other.
Legal notice · Tax disclaimer
Davis & Partner is a property boutique focused on marketing, valuation and transaction support, and expressly does not provide legal or tax advice. Tax advice on your property transaction is provided exclusively within an independent, mandated advisory relationship with Stephan Lüneburg Steuerberater GmbH, professionally led by Stephan Lüneburg, Tax Advisor and Specialist for International Tax Law. This page provides information about the exclusive cooperation between the two firms and does not replace individual advice in a specific case.
Use the direct access to specialised tax advisory for Davis & Partner clients. You will hear back within one business day.
Legal notice
This page provides information about the exclusive cooperation between Davis & Partner and Stephan Lüneburg Steuerberater GmbH. It does not replace legal or tax advice in a specific individual case. Binding tax assessments are provided exclusively by Stephan Lüneburg Steuerberater GmbH, professionally led by Stephan Lüneburg (Tax Advisor and Specialist for International Tax Law), within an independent, mandated advisory relationship. Davis & Partner does not provide tax advisory services.
No. Davis & Partner is a property boutique and expressly does not provide legal or tax advice. The tax assessment and strategy is provided exclusively by our cooperation partner, Stephan Lüneburg Steuerberater GmbH (Veitshöchheim near Würzburg), professionally led by Stephan Lüneburg, Tax Advisor and Specialist for International Tax Law. Our role remains the property-side advisory around market value, marketing strategy and transaction support.
For rented properties, the German speculation tax may apply under certain conditions if less than ten years pass between acquisition and sale. The calculation depends on acquisition date, type of use and individual constellation. In the first check, Tax Advisor Stephan Lüneburg clarifies whether the period applies in your case and which structuring options are available.
German inheritance and gift tax law provides staggered allowances depending on the degree of kinship, which can be used again every ten years. The specific amount and the strategic use over several years is subject to individual advice by Stephan Lüneburg Steuerberater GmbH.
Tax authorities use standardised valuation procedures for inheritance and gift tax which often deviate from the actual market value. A sound market valuation – such as Davis & Partner prepares as a certified property appraiser (IHK) – provides a bank-ready basis for decision-making and sale planning. For the legally certain defence of a lower fair value before the tax office under § 198 (2) German Valuation Act, a qualified report by a publicly appointed and sworn expert or by an appraiser certified under DIN EN ISO/IEC 17024 is required; we refer to such specialist appraisers from our network where needed.
Stephan Lüneburg is Tax Advisor and Specialist for International Tax Law. For expat mandates, clients residing abroad or clients with assets in several countries, he brings the expertise on double-taxation agreements, foreign inheritance cases and cross-border wealth structures. Stephan Lüneburg Steuerberater GmbH typically clarifies this constellation in a separate appointment after the first check.
You book an appointment directly in the calendar of Stephan Lüneburg Steuerberater GmbH via the booking link on this page. The first check is digital, takes around 30 minutes and takes place exclusively between you and Tax Advisor Stephan Lüneburg. Christoffer Davis does not attend the appointment in order to protect confidentiality and data sensitivity – the property-side advisory by Davis & Partner and the tax advisory by Stephan Lüneburg Steuerberater GmbH are clearly separated mandate relationships.
The booking slot is an initial consultation. The specific fee structure is clarified transparently by Stephan Lüneburg Steuerberater GmbH in the appointment depending on the scope of advice. Davis & Partner does not charge a referral fee for the recommendation – the cooperation works through mutual value creation in the network.
The booking link on this page is provided through our exclusive cooperation and is available as a direct access to the specialised tax advisory of Stephan Lüneburg Steuerberater GmbH for Davis & Partner clients. It can also be used without an active Davis & Partner mandate; the cooperation unfolds its full value when market valuation, marketing strategy and tax structuring are coordinated as clearly separated mandates.
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