Wealth management
Tax planning, or tax optimization, is often wrongly understood as the shady practice of manipulating the law to avoid taxes.
In reality however, it is simply taking advantage of current legislation to lower the tax burden connected with owning a business or with investment activity.
Tax-efficient structures can be applied to both personal income taxes and corporate income taxes.
In reality however, it is simply taking advantage of current legislation to lower the tax burden connected with owning a business or with investment activity.
Tax-efficient structures can be applied to both personal income taxes and corporate income taxes.
What we optimize
- capital
- dividends
- interest
- revenue from property sales
- business operating income
- managers’ compensation
What we use
- the EU directives concerning corporate structures
- registered offices under foreign tax jurisdiction where the tax environment is friendlier
- polish and foreign mutual funds
- foreign foundations
- interpretation of tax regulations in Poland and other jurisdictions
- double taxation treaties
Are you one of the following:
Do you intend to do one of the following:
If you fall into at least one the above categories than we can help you create and implement a tax efficient strategy unique to your situation.
- You have a portfolio of assets including: real estate, shares, stakes, deposits, bonds?
- You run your own business?
- You are supervising or have control over a company or a group of companies?
- You are an active stock exchange trader?
- You are a member of senior management?
Do you intend to do one of the following:
- dispose of assets you own?
- put to rights the ownership structure of a capital group?
- make new investments?
- set up your estate based on regulations other than Polish law?
If you fall into at least one the above categories than we can help you create and implement a tax efficient strategy unique to your situation.
