Advisory of Inhertiance Tax
Inheritance tax planning may require long-term action, depending on the circumstances.
On the other hand, have you signed a long-term advisory contract with a tax accountant and paid a fixed amount of advisory fee, but nothing is done for you?
Our advisory fee is a monthly fee of 3,000 yen, which includes a contract management fee. Other fee based on the amount of time spent consulting with you.
If there is no consultation, we do not charge any additional fees other than the monthly fee of 3,000 yen.
We are committed to providing you with a no-loss proposal and placing your needs as our top priority.
Consultation on overseas property management and overseas relocation
If you have bank accounts that were opened while working abroad in the past or real estate owned abroad for investment purposes, it may be advisable to divest them sooner rather than later, considering maintenance costs and inheritance implications.
We also offer consultations on overseas relocation.
(We can refer you to attorneys for tax reporting and legal matters in certain countries and regions.)
Available for early mornings and evenings on weekdays, as well as on Saturdays
We understand that many of you may have work or other commitments during the week that make it inconvenient for you to consult with a tax accountant.
If you make an appointment in advance, we will be happy to help you in the day as below,
- Weekday early morning (7:00 – 9:00)
- Weekday evening (18:00-19:30)
- Saturday (9:00-17:00)
First meeting is free of charge (for online meeting only)
Many firms charge a fee for an initial meeting for consultations on inheritance tax planning, etc.However, we offer a free initial online meeting.
(If you wish to have an initial offline meeting, we charge a consultation fee of 30,000 yen /hour.)
After signing a contract, we can meet with you in person or via the web, depending on your preference.
| Consulting Plan | Total asset amount |
|---|---|
| Inheritance tax planning and advisory report | Up to JPY100 million JPY150,000 Up to JPY200 million JPY200,000 Up to JPY300 million JPY300,000 Over JPY300 million Additional quotation |
| Support for executing gift tax filings and related matters | Additional quotation |
| Advisory contract (Annual) | Monthly fee JPY3,000 Free Annual Meeting （1hour） Over 1hour JPY20,000/hour |
| Advisory service (No annual contract, Spot engagement) | JPY30,000 /hour |
Notes
- The total asset amount is the total value of positive assets, and refers to the total value of assets before deduciton of debts (e.g., loans) and tax deductions (e.g., special tax deduction for small residential lots, spouse’s exemption, tax exemption for life insurance, etc.).
- In principle, we do not conduct on-site inspections of land or other properties when preparing reports on inheritance tax calculations and inheritance tax strategies. If on-site inspections are required, a separate estimate will be provided.
- Support for the implementation of inheritance tax strategies is not included in the scope of our services. If you require our assistance, an additional quotation will be provided.
- A deposit of half of the fee is due at the time of signing the contract.
- In an advisory contract, we will primarily respond to your inquiries orally or via email. If reports or other documents are needed, a separate quotation will be provided.
- The minimum term for the advisory contract is one year.
Scope of Advisory contract
| Scope of Advisory | Out of Advisory Contract Scope ※ |
|---|---|
| ・Consultation on tax calculation methods ・Consultation on taxation practices for various types of taxes ・Consultation on how to respond to tax investigations ・Consultation on disposing of overseas property ・Consultation on overseas relocation (Note: Consultation on the impacts of relocation and research on relocation destinations are outside the scope of this report.) ・Consultation on bookkeeping methods | ・Report of the calculation and practical taxation, solution of various taxes ・Implementation of tax filing ・Calculation of various taxes ・Attendance during tax authority investigations ・Preparation of a report on considerations for relocation to foreign countries |
- If you sign an annual contract for advisory services and request work outside the scope of advisory services, we will offer a discount depending on the situation.
Step
We check the situation first.
We are available on Saturdays (prior reservation is required. The initial consultation is free even on Saturdays.).
We will provide guidance on the future process and approach based on your situation.
We will also inform you of the fees at that time.
Contracts include confidentiality provisions. No information received from clients will be disclosed to third parties.
Additionally, we request that half of the fee be paid as a deposit at the time of contract.
After the deposit is paid, we will begin the service. We will provide you with a list of the documents needed.
We explain the calculation result of tax and the strategy.
