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Fasolt-Straße 7, 80639 Munich

Trust foundation as a progressive and flexible solution for medium-sized businesses

Dr. Johannes Fiala, Senior Partner of Fiala, Freisleben & Weber, Tax Consultant, Certified Public Accountant, Lawyer, Patent Attorney, Mediator, Munich Frank M. Strobelt, Managing Director of Gesellschaft für Stiftungsförderung e.V. (GfS) Further information: www.fiala.de, www.stifter.org. According to calculations by the Institute for Research on Small and Medium-Sized Businesses, more than 300,000 family businesses are facing […]

Published on: 13. May 200712. December 2021

Out of sight, out of mind?

Many insurance brokers work with sales representatives. But what happens in terms of liability if representatives have given wrong advice but this only becomes known years after the separation? When brokers have sales representatives working for them, they should protect themselves from the liability consequences of giving false advice. There are several promising ways to […]

Published on: 13. May 2007

British liability traps

The past regularly catches up with many intermediaries: Leverage transactions with British life insurance policies are still frequently litigated in the courts. portfolio international spoke about this with lawyer Johannes Fiala. The issue of credit-funded UK life insurance has been a highly charged one over the past year. Are intermediaries off the hook three years […]

Published on: 13. May 2007

Swinging into the rating liability trap

What is the legal assessment of the involvement of the Scope Group rating agency with the fund initiator Interlife Management and the sales company Deutsche Konsortial? portfolio international spoke to the Munich lawyer Johannes Fiala. The sales expert warns against a possible contributory negligence of the sales department in the case of erroneous judgements of […]

Published on: 13. May 2007

Sales traps with U-cash registers

The collapse of the Adkura support fund shows how vulnerable occupational pensions remain today. There are large gaps in the safety net, which ultimately have to be covered by employers – who, in case of doubt, take the blame for the sales force. Once upon a time there was a U-Kasse in Ratingen, today you […]

Published on: 13. May 2007

Insurance sales dominate the gazettes

The article is printed on www.versicherungsjournal.de (10.04.2007).

Published on: 13. May 2007

Boss must compensate for losses

The article is printed on www.stiftung-warentest.de (26.04.2007).

Published on: 13. May 2007

Company pension plan through deferred compensation

The article is printed on www.stiftung-warentest.de (26.04.2007).

Published on: 13. May 2007

Steel door concept for livelihood security

Guest article by Dr. Fiala on the topic of Ltd. We have received the following guest article from Dr. Fiala. The already topical subject of Limited will be dealt with, as well as further possibilities of how intermediaries can optimally protect themselves. Optimizing protection against liability – a suggestion for intermediaries * *by Dr. Johannes […]

Published on: 13. May 2007

Post-mortem allowance Succession planning and pension provision

An advisor to private wealth clients is familiar with “anticipated inheritance.” Every ten years, the usual allowances for spouses and children – via chain gifts also from grandparents to grandchildren can be used. What is less well known is that this inheritance tax ten-year rule can also be applied after death. This also multiplies the […]

Fasolt-Straße 7, 80639 Munich

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089 / 17 90 900

info@fiala.de

Fasolt-Straße 7, 80639 Munich

Callback service

089 / 17 90 900

info@fiala.de

Trust foundation as a progressive and flexible solution for medium-sized businesses

Out of sight, out of mind?

British liability traps

Swinging into the rating liability trap

Sales traps with U-cash registers

Insurance sales dominate the gazettes

Boss must compensate for losses

Company pension plan through deferred compensation

Steel door concept for livelihood security

Post-mortem allowance Succession planning and pension provision

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