The Inheritance Tax Reform Void: 2025 Market Outlook
The failure to pass the 2024 inheritance tax reform bill has left the South Korean economy with significant policy uncertainty. This dashboard analyzes the multifaceted impact of this situation on the real estate and capital markets, allowing for a visual exploration of forecasts and potential risks under various scenarios.
Comprehensive Dashboard
Grasp key indicators and market forecasts by scenario. Switch between scenarios below to see predicted changes for each asset class.
Current Max Inheritance Tax Rate
50%
(OECD Average: approx. 15%)
Real Estate in Inherited Assets
~70%
(As of 2023)
Taxpayers in 2023
18,272
(~2.4x increase from 10 years ago)
H2 2025 Market Scenario Analysis
In-Depth Real Estate Analysis
Inheritance tax acts as a unique 'forced supply' variable in the real estate market. We explore its impact on supply, demand, and prices through statistics and analytical models.
Inheritance Tax Trends
The "Forced Supply" Mechanism
When inherited assets are mostly real estate, heirs are often forced to sell properties regardless of market conditions to pay the tax bill. This adds downward pressure, especially in slow markets.
Inheritance & High Tax Bill
Mostly illiquid assets like property
6-Month Cash Payment Deadline
Liquidity becomes critical
Forced Supply Emerges
Weakens price negotiation, adds downward pressure
Corporate Sector Impact
High inheritance taxes significantly affect business succession and valuation, especially for family-run companies. We analyze the impact by industry and compare the financial health of representative firms.
Key Corporate Financials (Example: Q1 2025)
| Financial Metric | Samsung C&T (Construction) | KB Financial (Finance) | GS Holdings (Holding Co.) |
|---|
* The figures in this table are illustrative examples for explaining the methodology and may differ from actual values.
Perspectives from Global Gurus
Analyzing the current Korean market through the philosophies of world-renowned investors reveals diverse strategic approaches. Click on a card to view each investor's perspective.
