Tax planning is a certain set of actions taken by the client, which leads to a reduction of the tax burden within the limits of the law.

At the stage of tax planning:

• we help identify the most important areas affecting the efficiency of tax returns, taking into account factors such as differences in accounting and tax depreciation, differences in the moment of taxation and also specific exemptions from tax costs;
• we develop and implement solutions that optimise taxation from its simplest forms regarding the appropriate management of tax costs, and moving on to more sophisticated methods, including structuring elements of assets and liabilities of the taxpayer and using the opportunities offered by tax jurisdictions outside Poland;
• in the field of international tax planning, we develop and implement solutions involving the creation of new legal vehicles (e.g. holding companies) to ensure the optimisation of the taxation of dividends, royalties, interest, the financing of subsidiaries and operating income;
• we develop and implement tax optimisation structures in the form of closed Polish and foreign investment funds - more »
• we analyse the tax consequences of transactions pursued by the client, including, in particular, capital transactions, we assess tax risks arising from them and develop solutions to minimise those risks;
• we develop and obtain binding tax interpretations in Poland and in foreign jurisdictions; we obtain tax and legal opinions from experts from those jurisdictions that participate in optimisation activities;
• we help in setting up and managing international legal vehicles (such as holding companies, foundations) in a number of jurisdictions offering friendly tax solutions, in particular in the Republic of Cyprus, Luxembourg, Liechtenstein, the United Arab Emirates, the Slovak Republic, Switzerland, the Netherlands, Malta, British Virgin Islands, the Dutch Antilles;
• we dynamically react to proposed tax changes in Poland and we are able to offer optimisation solutions adequate to the changing legal situation.