Private Client
We provide legal and tax advisory services for private clients in areas such as investment in Poland and abroad, asset relocation, taxation of controlled foreign corporations (CFC), and succession planning, including through Polish and foreign family foundations.
We assist with issues related to the solidarity levy, exit tax on unrealized gains when transferring assets, as well as changes in tax residency, reporting to the National Bank of Poland, and legal and tax aspects of business succession.
Activities in which we participate most frequently
- Advising on tax aspects of investment projects in Poland and abroad
- Assistance in asset relocation to/from Poland
- Advisory on the taxation of Controlled Foreign Companies (CFC)
- Succession planning, including through foreign and Polish family foundations
- Advisory on exit tax related to relocation and asset transfers abroad
- Support in reporting to the National Bank of Poland
