Investors can defend themselves!

by Klaus Werth and RA Johannes Fiala Many investors succumb to the lure of tax savings. But if the property only brings losses in the long run, then only the initiators have earned from it. But the investor can recover money through legal action in certain cases. Whereas in the past it was the well-paid […]

Tax savings lured into overpriced appartents

by Johannes Fiala and Klaus Wehrt, lawyers Many investors succumb to the lure of tax savings. Whereas in the past it was the well-paid medical profession that plunged into property developer models, the group of aggrieved capital investors has changed considerably in recent years. The victims of tax-saving schemes increasingly include groups of people who […]

Tax savings lured into overpriced appartents

by Johannes Fiala and Klaus Wehrt, lawyers Many investors succumb to the lure of tax savings. Whereas in the past it was the well-paid medical profession that plunged into property developer models, the group of aggrieved capital investors has changed considerably in recent years. The victims of tax-saving schemes increasingly include groups of people who […]

Leverage transactions ; chance of multiple profit ? but also private bankruptcy risk! (at the same time with reference to the new BGH ruling on consultant liability, V ZR 402/99)

by Johannes Fiala, lawyer Leveraged transactions are in practice referred to by financial service providers as “savings annuity”, “savings annuity”, “lex annuity”, “interest rate differential transaction”, “loan-financed annuity”, “immediate annuity”, “leveraged annuity”, “guaranteed annuity”, “loan-financed life insurance”, “leveraged life insurance”, “fixed loan with redemption replacement”, “leveraged pool”, “loan-financed investment”, “fixed loan with repayment substitute”, “leveraged […]

How to check the quality of an investment before buying – financial planning using the example of “junk real estate”.

by Johannes Fiala, lawyer Eine Investition in eine schlechte Geldanlage kann Ihr gesamtes zukünftiges Leben beeinträchtigen. Neben den finanziellen Lasten kommt noch die soziale und emotionale Belastung dazu. Dieser Artikel soll zeigen, wie sich “der Deutsche” Produkte verkaufen lässt – und durch welches Vorgehen sich die typischen Fehler vermeiden lassen. Dieses Wissen mag zwar nicht […]

Professional financial planning

This way you will have your 2006 income and expenses safely under control!   Building a Comprehensive Financial Plan Professional private financial planning allows asset owners to answer many questions about their financial circumstances and private retirement planning. Financial planning identifies gaps in provision that may arise in retirement and helps to uncover and eliminate […]