NEXER Co., Ltd.
[What are the measures for real estate inheritance…? ] 43.9% “consulted with an expert” as a measure against inheritance tax NEXER Co., Ltd. Questionnaire survey regarding inheritance tax measures in real estate inheritance
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NEXER Co., Ltd., in collaboration with Needs Plus Co., Ltd., conducted a survey on “inheritance tax measures in real estate inheritance” and has published the results on its website.
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■What are you doing to prepare for inheritance tax?
When it comes to inheriting real estate, a large amount of money and assets are involved.
It is rare for people to have experienced this many times in their lives, so many people may be worried about what to do, such as procedures and inheritance tax measures.
Therefore, this time, in collaboration with Needs Plus Co., Ltd., we conducted a preliminary survey on 452 men and women from all over the country who answered, “I am planning to inherit a house or real estate,” and asked them about “inheritance tax countermeasures for real estate inheritance.” We conducted a survey.
*When quoting the contents of this press release, please comply with the following.・Indication that the source of the quotation is “Survey by NEXER Co., Ltd. and Needs Plus Co., Ltd.” ・Installation of a link to Needs Plus Co., Ltd. (https://www.needs-p.jp/) “In the case of inheritance Survey Overview of the “Anxiety Questionnaire” Survey Period: April 22, 2024 – April 23, 2024 Survey Institution: NEXER Co., Ltd. (in-house survey) Survey Target: In the preliminary survey, respondents who answered, “Have you planned to inherit a house or real estate? Number of valid responses from men and women nationwide who answered “Yes”: 452 samples Survey method: Internet survey Question content: Question 1: Do you take measures for inheritance tax? Or did you? Question 2: Please tell me the reason. Question 3: What measures did you take? Question 4: What happened as a result of inheriting real estate after taking measures for inheritance tax? Question 5: Have you consulted an expert as part of your inheritance tax planning? Question 6: What kind of consultation did you have? Question 7: Was the consultation helpful?
Question 8: Please tell me why you feel that way. *As a general rule, figures are rounded off to the second decimal place, so the total may not add up to 100%.
■29.2% are “taking measures for inheritance tax”
First, I asked if they had taken any measures for inheritance tax, or if they had done so.
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Nearly 30% (29.2%) answered that they were taking measures for inheritance tax. I asked them why, so I’ll tell you some of them.
What is the reason for taking measures for inheritance tax?
Inheritance tax is high (30s/male)
Because I have a lot of conflicts (30s, female)
Because I don’t want to lose money (30s, female)
Avoid getting into trouble (male, 30s)
Because I was afraid that my valuable assets would be taxed (Male, 40s) We also asked them what measures they took and what happened as a result of inheriting real estate after taking measures against inheritance tax.
What measures have you taken/have taken to deal with inheritance tax? What is the result of inheriting real estate after taking measures for inheritance tax?
Write a will. There was no problem (male, 30s)
I consulted an expert. I was able to make ends meet (male in his 40s) It was divided and transferred in the form of an inter vivos gift. Since it was a gift during her lifetime, there was no need to pay inheritance tax (Female in her 50s)
I received a living gift a long time ago and took measures to reduce the amount of money I would inherit. There was no inheritance tax. (Male in his 50s)
On the other hand, let’s take a look at the reasons for those who answered that they are not taking measures for inheritance tax. What is the reason for not taking measures for inheritance tax? Because I don’t have the knowledge. (Male in his 20s)
I think it’s still a long way off (female, 30s)
I don’t know what to do (female, 30s)
I am not sure how much assets I will inherit (male in his 30s) Because I live far away, I don’t have many opportunities to talk. (Female, 30s) Because I don’t know what to do. (Female in her 40s)
■43.9% “consulted with an expert”
Next, I asked if they had consulted with a specialist as part of their inheritance tax planning.
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Nearly half of the respondents, 43.9%, answered that they consulted an expert as part of their inheritance tax planning.
I asked him what kind of consultation he had, so I would like to introduce some of them.
“I consulted with an expert as part of my inheritance tax planning” What kind of consultation did you have?
How to write a will (male in his 30s)
Tax saving (30s/male)
Inheritance method, etc. (30s, male)
How will it be divided according to the law? I told them that I didn’t need all of them and asked them for advice. (Female in her 40s) I asked how to avoid losing money (man, 50s)
In addition to consulting on inheritance methods and how to write a will, there were also cases where we consulted on tax-saving methods. We also asked if they found it helpful after consulting with an expert.
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Most people (98.3%) answered that it was “useful.”
I asked them why they felt this way, and I would like to share some of them with you.
Why did you find it “very helpful” after consulting with an expert? Because specialized knowledge is required (40s, male)
Because the inheritance tax was significantly reduced (man in his 40s) This is because the appraised value was so low that it was certified by an expert that it would not be subject to inheritance tax. (Female in her 50s)
As a result, I didn’t have to pay inheritance tax (woman in her 50s) I understand the steps. (Male in his 60s)
Successful inheritance went smoothly (woman in her 60s)
What is the reason why consulting with an expert was “somewhat helpful”? Because of the detailed explanation (female, 30s)
Cheaper (Male, 30s)
Because I gained knowledge (male, 30s)
It was easy to understand (male, 40s)
Because inheritance tax was reduced (50s, woman)
There were many comments such as “I found out that my inheritance tax was a little lower or I didn’t have to pay it,” “The inheritance went smoothly,” and “I was able to understand it well.”
■Summary
This time, we conducted a survey regarding inheritance tax measures for real estate inheritance and introduced the results.
29.2% of respondents answered that they were taking measures to prepare for inheritance tax related to real estate inheritance, and 43.9% of them answered that they had consulted an expert.
Furthermore, almost everyone who consults a specialist gets
satisfactory results.
When we talked to experts, there were many people who found out that they did not need to pay inheritance tax, so if you are even slightly worried, why not feel free to consult them?
-For use in articles, etc.–Statement that the source is “Survey by NEXER Co., Ltd. and Needs Plus Co., Ltd.”-Needs Plus Co., Ltd. (https://www.needs-p.jp/ ) [About Needs Plus Co., Ltd.] Address: Shin Kokusai Building 401 Ward (4th floor), 3-4-1 Marunouchi, Chiyoda-ku, Tokyo 100-0005 Representative Director: Ryuichi Maikuma Tel: 03-3216- 9934URL: https://www.needs-p.jp/Business content: General real estate business
1.General land utilization consulting from the perspective of landowners and landlords
(Asset sales, inheritance tax issues, property reconstruction, equivalent exchange, land acquisition, construction, etc.)
2. General land rental problem solving consulting for tax accountants, real estate brokers, etc.
[About NEXER Co., Ltd.] Head office: 11F Rise Arena Building, 4-5-2 Higashiikebukuro, Toshima-ku, Tokyo 171-0013 Representative Director: Yuya MiyataTel: 03-6890-4757URL: https://www.nexer.co.jp Business content: Internet research, SEO, web branding, review content, real shop support, website production
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