Calculator · Family & generations
Calculate tax-free allowances and tax liability
Plan the optimal transfer strategy with Investboard.
Start free. Pro from EUR 11.99/mo.
EUR 400,000 per parent per child, renewable every 10 years.
The gift-tax allowance (Freibetrag) resets every 10 years. By spreading gifts across several periods, you can transfer larger amounts tax-free.
Yes. Gifts must be reported to the Finanzamt (tax office) within 3 months, even when they fall below the allowance.
Calculate Kapitalertragsteuer (capital gains tax), Solidaritätszuschlag (solidarity surcharge), and Kirchensteuer (church tax) on your capital earnings.
Calculate now →What remains of your dividend after Abgeltungsteuer, solidarity surcharge, and church tax?
Calculate now →Calculate the advance lump sum tax on your ETFs and funds, for tax year 2025 (due January 2026) and 2026 (due January 2027).
Calculate now →Which ETF type gives you more wealth after German taxes? Long-term comparison with Vorabpauschale, partial exemption, and saver's allowance.
Calculate now →Distribute your saver's allowance across banks and brokers without leaving allowance unused.
Calculate now →Calculate your wealth after 10, 20, or 30 years, optionally with German tax deduction (Vorabpauschale).
Calculate now →How much financial cushion do you need?
Calculate now →How much do you need for your property?
Calculate now →What will your child's savings plan grow to?
Calculate now →When will you reach financial independence?
Calculate now →What's missing for your retirement?
Calculate now →How long will your assets last?
Calculate now →Gifts must be reported to the Finanzamt (tax office) within 3 months, even when they fall below the allowance.
Eingaben
Steuerklasse I · Freibetrag 400.000 EUR alle 10 Jahre
Vorherige Schenkungen in den letzten 10 Jahren vom selben Schenker
Anzahl Schenker
Optimierung über 10-Jahres-Zeiträume
Maximale Übertragung durch Aufteilung in Tranchen
Schenkungsteuer
Schenkungsteuer
SteuerfreiDiese Schenkung liegt vollständig innerhalb des Freibetrags. Keine Steuer fällig.
Sie brauchen EUR 100.000,00 für Ihren Vermögensübertragung. Mit Investboard tracken Sie Ihren Fortschritt automatisch, mit Prognose, Meilenstein-Feiern und täglichen Updates.
Ihr Berechnungsergebnis wird automatisch als Zielvorgabe übernommen.