[Survey Results] 80% of Landowners with Assets Over 300 Million Yen Dissatisfied with Tax Advisors. Need for 'Comprehensive Decision-Making Support' Considering Family's Future Emerges

A survey by PROLEXT found that over 80% of landowners with assets exceeding 300 million yen are dissatisfied with their current inheritance tax measures. The survey revealed a strong demand for 'comprehensive decision-making support' that considers family desires and asset future, rather than just tax savings.
調査NQ 0/100出典:PR Times

📋 Article Processing Timeline

  • 📰 Published: May 13, 2026 at 16:00
  • 🔍 Collected: May 13, 2026 at 07:31
  • 🤖 AI Analyzed: May 13, 2026 at 07:40 (9 min after Collected)
PROLEXT Inc. (Headquarters: Chuo-ku, Tokyo; Representative Director: Yasuhiro Kanamori), a real estate and inheritance consulting firm, conducted a "Survey on Awareness of Inheritance Tax Measures" targeting landowners and high-net-worth individuals with real estate assets of 300 million yen or more.

The survey results revealed that over 80% of owners are anxious or dissatisfied with their current measures. The background to this dissatisfaction highlighted a lack of consulting that integrates "family requests" and "asset future" to make judgments, instead focusing solely on numerical tax savings.

Survey Details: Specific situations where dissatisfaction/anxiety is felt regarding tax advisor proposals

The survey results showed that "specific figures and grounds are not provided (48.8%)" and "lack of expertise other than taxation (39.3%)" were among the top complaints.

Analysis: The true nature of dissatisfaction is the absence of 'family' and 'future'

What emerged from these data was:

Lack of numerical basis: Fails to generate "conviction" necessary for family consensus.

Lack of real estate knowledge: Proposals prioritize only immediate tax payments, ignoring the future value of assets.

Ultimately, a structural problem emerged where, in many inheritance tax measures, "tax payment," the immediate issue, overshadowed family happiness and the future potential of assets.

Survey Topics

Summary of Results

Satisfaction with current tax advisors
82.5% are "dissatisfied" or "hope for further proposals"

Main reasons for dissatisfaction/anxiety
Tax declarations are prioritized, and "family intentions" and "future of real estate" are not considered.

Required expertise
Comprehensive judgment combining tax knowledge with "family sentiments" and "real estate practices."

Current state of inheritance measures
In many cases, family happiness is neglected in favor of immediate "tax payment."

Why is "comprehensive judgment" necessary?

For landowners' inheritance, real estate is not just an asset; it is the history of the family and the very foundation of their future lives. However, current tax-driven measures are a source of dissatisfaction due to the following "lack of perspective":

Discrepancy with family requests: The life plans of each family member across two or three generations are not considered.

Asset sustainability: Lack of an "exit strategy" or "profitability" for how the land should be in 10 or 20 years.

Succession of intent: The owner's desire of "why this asset is being left behind" is obscured by standardized tax-saving measures.

PROLEXT proposes the importance of comprehensive decision-making support by professionals who integrate these three elements: "numbers (tax)," "things (real estate)," and "heart (family)."

PROLEXT's Proposal

Representative Kanamori stated the following regarding the survey results: "For landowners, real estate is not just a number, but a valuable asset inherited over generations. We will realize inheritance measures that truly bring peace of mind to owners, considering not only the tax perspective but also the family's situation, intentions, and future prospects."

Survey Outline

Target: High-net-worth individual owners with real estate assets of 300 million yen or more (n=107)

Area: Nationwide Japan

Survey Method: Internet survey planned by research marketing "Risapee®" provided by IDEATECH

Survey Institution: PROLEXT Inc.

Survey Period: January 23, 2026 - January 26, 2026

Company Profile

Company Name: PROLEXT Inc.

Representative: Representative Director Yasuhiro Kanamori

Location: 11F, 3-14-3 Nihonbashi, Chuo-ku, Tokyo 103-6111

Business Activities:
Taxation: Individual/corporate tax advisory, inheritance tax filing, various tax calculations
Inheritance/Succession: Will creation, business succession, tax-saving schemes, refund schemes
Real Estate: Sales brokerage, land utilization support, investment property introduction, repair support
Insurance: Inheritance tax insurance, legal reserve insurance, corporate insurance, contract optimization
IFA: Asset management support, portfolio design support, second opinion on financial products

URL: https://prolext.jp/

For inquiries regarding the details of this survey, please use the form below. https://prolext.jp/apply