Zum Hauptinhalt springen
The mandate
StrategyMandate, goals, FIRE and cooling-off.
Discipline
BehaviorPlan fidelity, cost of intervening and cohort.
Insights97 fixed checks, daily briefing, AI chat.
Understanding
AnalysisLook-through, portfolio, net worth and tax.
Exploration
MarketsMacro picture, earnings and watchlist.
ResearchScreener, ETF tools and deep analysis.
View DemoPricing
Pricing
BlogBrowse and filter all articles.CalculatorsTax and savings plan calculators.KnowledgeTaxes, ETFs, dividends, clearly explained.GlossaryFinancial terms from A to Z.Tax CalendarDeadlines and dates for investors.HelpAnswers to common questions.
FAQ
About InvestboardTeam, mission and values.
SecurityData protection and infrastructure.
ContactWrite to us. We respond quickly.
DEEN
Sign InBeginCreate account
Knowledge
ArticlesGlossaryTax calendarMethodology

Investments carry risk. Past performance is not a reliable indicator of future results. Investboard does not provide investment advice within the meaning of § 1 Abs. 1a KWG.

Investboard

Behavioral Wealth Management.

Start freeView Demo

Product

  • Strategy
  • Analysis
  • Behavior
  • Insights
  • Markets
  • Research

Resources

  • Calculators
  • Knowledge
  • Glossary
  • Tax Calendar
  • Help

Company

  • About Investboard
  • Security
  • Pricing
  • Contact

Product

  • Strategy
  • Analysis
  • Behavior
  • Insights
  • Markets
  • Research

Resources

  • Calculators
  • Knowledge
  • Glossary
  • Tax Calendar
  • Help

Company

  • About Investboard
  • Security
  • Pricing
  • Contact
  • Strategy
  • Analysis
  • Behavior
  • Insights
  • Markets
  • Research
  • Calculators
  • Knowledge
  • Glossary
  • Tax Calendar
  • Help
  • About Investboard
  • Security
  • Pricing
  • Contact
GDPR data protection
Encrypted in transit
EU hosting

Investboard is not a financial advisor and does not provide investment advice. All information is for informational purposes only and does not constitute a recommendation to buy or sell financial instruments. Past performance is not a reliable indicator of future results. Please consult a qualified financial advisor for individual investment decisions.

© 2026 Investboard GmbH. All rights reserved.

Imprint·Privacy Policy·Terms of Service·Cookie Policy
DE|EN
  1. Knowledge
  2. ›Glossary
  3. ›Inheritance Tax

Family & inheritance

Inheritance Tax

Inheritance tax applies to the transfer of wealth upon death, using the same tax classes and similar exemptions as gift tax (Schenkungsteuer).

Inheritance tax (Erbschaftsteuer) is charged when assets pass on death, for example through an estate or a legacy.

The amount of tax depends on tax classes that are determined by the family relationship between the deceased and the beneficiaries. These classes mirror those used for gift tax, and the exemptions are structured similarly.

Inheritance tax and gift tax are closely related: lifetime transfers fall under gift tax, while transfers on death are subject to inheritance tax. The actual burden depends on the individual case and this is not tax advice.

Related terms

Gift Tax

Read next

The terms in practice.

Transferring wealth: Schenkung vs. Erbschaft

When does an early gift pay off?

From knowledge to clarity

See taxes, dividends and allocation for your whole portfolio in one place.

Get started freeView demo