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Integrated service covering the entire scope of asset formation, inheritance and business succession, based on knowledge and experience fostered through counseling services to investors in Japan and other countries.

In the face of continuing trends in Japan’s market economy now entering the phase of population decline, as well as continuing super-low interest rates, interest in aggressive financial resources design is growing rapidly. Investment style, fields and regions are also becoming increasingly diversified with fund movement out of Japan speeding up. In response to these developments, changes are naturally taking place in asset management and methods of inheritance and succession.

 

Tokyo Kyodo Accounting Office offers wealth management services, centering chiefly on asset formation, inheritance and business succession consulting for business owners and land owners. Backed by extensive experience in total support from investment product developers to users, we offer integrated service across a wide range from asset formation to succession cycles, such as selection of management methods adapted to each client and counseling on various financial instruments.

The Strengths of Our Services

  • We take a multilateral approach to our services such as financial counseling and selection of fund procurement methods necessary for inheritance and business succession programs based on our network of top experts in Japan and other countries in the fields of legal affairs, accounting and taxation
  • Counseling in cross-border asset formation and succession characterized by planning adapted to the business strategy and approach to financing

The Strengths of Our Services

  • We take a multilateral approach to our services such as financial counseling and selection of fund procurement methods necessary for inheritance and business succession programs based on our network of top experts in Japan and other countries in the fields of legal affairs, accounting and taxation
  • Counseling in cross-border asset formation and succession characterized by planning adapted to the business strategy and approach to financing

Features of our services

1
Wealth management (overseas)

We tap on our extensive knowledge fostered in structured finance and corporate finance as well as our international network.

 

Measures to address inheritance and business succession issues are planned to adapt to business growth and development. We take special care to ensure that inheritance and business succession measures do not interfere with business growth.
We also engage in development and implementation of inheritance and business succession schemes across countries for business corporations with overseas operations and wealthy clients who engage actively in overseas investments, backed by our knowledge of tax conventions and local taxation laws, etc., cultivated through our international taxation service.
Especially in the field of business succession, we excel in offering proposals of innovative business succession methods that fully comply with Japan’s statutory framework, backed by our practical experiences fostered in Europe, which have a long history of creating various methods for business succession.

 


■Taxation counseling service

〇Inheritance tax measures concerning family holding companies (with total assets of more than 10 billion yen) that are unlisted companies

〇Asset succession measures for non-resident Japanese who are business owners

〇Property succession measures utilizing overseas holding companies of listed companies

〇Taxation strategy utilizing asset management companies (including overseas assets) of listed company presidents

〇Counseling on reorganizing overseas holding and asset management companies of listed company presidents

〇Development of company sale and overseas immigration structure for business owners

〇Establishment, management and inheritance measures for asset management companies (including overseas assets) of listed company presidents

〇Development of investment structures with high tax efficiency for overseas property investments by Japan residents and Japanese asset management companies and support for taxation compliance in Japan and relevant countries

〇Development of overseas business operation for artists and their retirement plans

〇Reorganization of multiple asset management companies held by listed company owners and measures for asset inheritance

〇Transfer of stocks of unlisted family-owned companies to asset preservation company and measures for asset inheritance

〇Taxation counseling on various financial instruments in Japan and other countries, including derivatives and insurance products

〇Consolidation of shares from family relatives not involved in business management and from suppliers, etc.

〇Consolidation (acquisition) of voting rights utilizing various stocks and assurance of tax payment funds for heirs

〇Measures on tax payment funds utilizing life insurance policies

〇Development of asset succession plan utilizing trusts

We tap on our extensive knowledge fostered in structured finance and corporate finance as well as our international network.

 

Measures to address inheritance and business succession issues are planned to adapt to business growth and development. We take special care to ensure that inheritance and business succession measures do not interfere with business growth.
We also engage in development and implementation of inheritance and business succession schemes across countries for business corporations with overseas operations and wealthy clients who engage actively in overseas investments, backed by our knowledge of tax conventions and local taxation laws, etc., cultivated through our international taxation service.
Especially in the field of business succession, we excel in offering proposals of innovative business succession methods that fully comply with Japan’s statutory framework, backed by our practical experiences fostered in Europe, which have a long history of creating various methods for business succession.


■Taxation counseling service

〇Inheritance tax measures concerning family holding companies (with total assets of more than 10 billion yen) that are unlisted companies

〇Asset succession measures for non-resident Japanese who are business owners

〇Property succession measures utilizing overseas holding companies of listed companies

〇Taxation strategy utilizing asset management companies (including overseas assets) of listed company presidents

〇Counseling on reorganizing overseas holding and asset management companies of listed company presidents

〇Development of company sale and overseas immigration structure for business owners

〇Establishment, management and inheritance measures for asset management companies (including overseas assets) of listed company presidents

〇Development of investment structures with high tax efficiency for overseas property investments by Japan residents and Japanese asset management companies and support for taxation compliance in Japan and relevant countries

〇Development of overseas business operation for artists and their retirement plans

〇Reorganization of multiple asset management companies held by listed company owners and measures for asset inheritance

〇Transfer of stocks of unlisted family-owned companies to asset preservation company and measures for asset inheritance

〇Taxation counseling on various financial instruments in Japan and other countries, including derivatives and insurance products

〇Consolidation of shares from family relatives not involved in business management and from suppliers, etc.

〇Consolidation (acquisition) of voting rights utilizing various stocks and assurance of tax payment funds for heirs

〇Measures on tax payment funds utilizing life insurance policies

〇Development of asset succession plan utilizing trusts

2
Wealth management (Japan)

Measures to prepare for inheritance and business succession require preparations made steadily over a certain period of time.
Experts with extensive experience in wealth management will take charge specifically for designated clients and provide continuous support.

 

The Japanese taxation system on inheritance and bestowal is becoming increasingly strict each year. Marked differences will be seen in results depending on whether preparatory measures have been implemented or not. Even in cases of business succession counseling and inheritance tax filing services we have provided in the past, there had been many instances in which clients regretted that they had not made prior preparations. This means that many are “unknowingly paying more taxes than is necessary.”

Business succession requires a review of multiple options depending on the circumstances in each case. There are a wide range of issues that require review such as designation and training of successors, measures on stocks of one’s own company (creation of holding company, organization restructuring, business succession taxation system, etc.) and M&A. Furthermore, measures on inheritance and bestowal must be implemented with ample time before the actual transition, in order to protect the client’s assets and hand down the assets to the next generation without fail.

Additionally, these inheritance and business succession measures should not be executed in a short period of time. Rather, preparations should be made steadily over a certain period of time. It is extremely important to start preparatory measures such as property stock taking (inventory) and stock value appraisal. Taking such adequate preparations will make a huge difference in the tax payment to be made in the future.

Tokyo Kyodo Accounting Office provides full support to each client with its highly experienced and knowledgeable wealth management experts.

 

■Business succession measures

〇Measures on executive retirement compensation

〇Creation of holding companies

〇Reorganization (merger, company split, etc.)

〇Measures for minority shareholders

〇Employee shareholding associations

〇Reprieve on tax payment for one’s own company stocks

〇Effective use of various products

〇Use of various stocks

■Measures for inheritance tax

〇Review of real estate portfolio

〇Measures against devaluation of small residential land, etc.

〇Countermeasures for payment in kind

〇Effective use of various products

〇Countermeasures for living donation (gift before death/advancement)

■Estate tax return

〇Study into devaluation of various assets

〇Second rank inheritance simulation

■Measures for estate partition

〇Creation and review of notary deed will

〇Trust

〇Effective use of life insurance policies

Measures to prepare for inheritance and business succession require preparations made steadily over a certain period of time.
Experts with extensive experience in wealth management will take charge specifically for designated clients and provide continuous support.

 

The Japanese taxation system on inheritance and bestowal is becoming increasingly strict each year. Marked differences will be seen in results depending on whether preparatory measures have been implemented or not. Even in cases of business succession counseling and inheritance tax filing services we have provided in the past, there had been many instances in which clients regretted that they had not made prior preparations. This means that many are “unknowingly paying more taxes than is necessary.”

Business succession requires a review of multiple options depending on the circumstances in each case. There are a wide range of issues that require review such as designation and training of successors, measures on stocks of one’s own company (creation of holding company, organization restructuring, business succession taxation system, etc.) and M&A. Furthermore, measures on inheritance and bestowal must be implemented with ample time before the actual transition, in order to protect the client’s assets and hand down the assets to the next generation without fail.

Additionally, these inheritance and business succession measures should not be executed in a short period of time. Rather, preparations should be made steadily over a certain period of time. It is extremely important to start preparatory measures such as property stock taking (inventory) and stock value appraisal. Taking such adequate preparations will make a huge difference in the tax payment to be made in the future.

Tokyo Kyodo Accounting Office provides full support to each client with its highly experienced and knowledgeable wealth management experts.

 

■Business succession measures

〇Measures on executive retirement compensation

〇Creation of holding companies

〇Reorganization (merger, company split, etc.)

〇Measures for minority shareholders

〇Employee shareholding associations

〇Reprieve on tax payment for one’s own company stocks

〇Effective use of various products

〇Use of various stocks

■Measures for inheritance tax

〇Review of real estate portfolio

〇Measures against devaluation of small residential land, etc.

〇Countermeasures for payment in kind

〇Effective use of various products

〇Countermeasures for living donation (gift before death/advancement)

■Estate tax return

〇Study into devaluation of various assets

〇Second rank inheritance simulation

■Measures for estate partition

〇Creation and review of notary deed will

〇Trust

〇Effective use of life insurance policies

Experts

Hiroshi Suzuki

Hiroshi Suzuki

Wealth management
Partner

Shinji Yanada

Shinji Yanada

Wealth management
Manager and Deputy Division Manager

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