Tax

Serving a diverse clientele including fund promoters, managers, investors, banks, multinational corporations, and high net worth individuals, our dedicated tax practice offers comprehensive expertise across various sectors. We offer personalized advisory services covering all aspects of taxation, including bespoke tax structuring advice, tax opinions, representation in disputes, and non-contentious matters with the Luxembourg tax authorities.

Our team specializes in the following key areas:

  • Tax Advisory:

Private Equity: In the dynamic field of private equity, strategic tax planning is essential. We work closely with clients to optimize tax structures, identify risks, and maximize tax benefits, ensuring a competitive edge in the market.

Mergers & Acquisitions: Tax implications can significantly impact deal outcomes in the fast-paced world of mergers and acquisitions. We provide strategic tax advice throughout the entire M&A process, assessing risks, devising optimal transaction structures, and conducting due diligence to help clients make informed decisions.

Fund Formation: Navigating the intricacies of fund formation is crucial in the investment landscape. Our seasoned team offers insightful advice on fund structures, regulatory requirements, and tax optimization strategies to help clients establish and manage their funds effectively.

Financing Transactions: Efficient tax planning is critical in financing transactions. We offer tailored tax advice on debt and equity financing, securitizations, derivatives, and other financial instruments, guiding clients through tax complexities and optimizing their financing arrangements.

  • Tax Compliance:

– We offer the preparation and filing of corporate tax returns and VAT at a competitive price.

– Our tax compliance expertise also cover the preparation initial and periodic tax returns, tax provision calculations, withholding tax returns, requesting tax residency certificates…

  • DAC 6:
Legal analysis, identification of reportable transactions, guidance on reporting duties, and comprehensive reporting solutions.

  • FATCA | CRS:
FATCA and CRS Luxembourg reportings, classification, due diligence including identification of reportable accounts and review of report content.

  • Tax Litigation:
Representation in all tax-related matters, including VAT and transfer pricing, before local courts and the Court of Justice of the European Union.

  • VAT & Indirect Taxes:
Advisory support and compliance assistance on VAT and other indirect taxes, helping clients navigate complex regulations and optimize their indirect tax positions.

  • Private Wealth Planning:

Personalized wealth planning strategies for high-net-worth individuals, including estate and inheritance tax planning, asset protection, family governance, and wealth transfer, ensuring long-term financial security.

  • AML Tax:

Drafting and review of tax policies and procedures to ensure compliance with AML and CFT regulations, including assessments of compliance with CSSF circulars.

Services
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Contact us today for a consultation and our experts will help you.

Email: contact@fbx.lu