Investment Taxation
Our firm provides comprehensive legal-tax advisory services for clients engaging in international investments. We advise on the optimal legal and tax structuring of cross-border investments, taking into account regulatory, corporate, and treaty considerations. With a deep understanding of multi-jurisdictional frameworks, we help clients navigate the tax complexities of outbound investments to ensure efficiency, compliance, and strategic alignment with long-term financial goals.
Cross-Border Investment Structuring
We assist clients in structuring international investment platforms, including holding companies and investment vehicles across multiple jurisdictions.
Our advice covers key aspects such as legal form, jurisdictional selection, treaty access, hybrid structures, and financing arrangements.
The goal is to ensure tax efficiency, reduce exposure to foreign tax risks, and allow for clear repatriation paths.
Tax Planning for Passive and Active Investments
Whether clients are investing in real estate, private equity, funds, or operating businesses abroad, we tailor tax planning strategies to each case.
We take into account the nature of income, timing of realization, applicable foreign and domestic tax rules, and tax credit opportunities to ensure optimal net returns.
Holding Companies and Treaty Access
We advise on the use of holding companies in jurisdictions with favorable treaty networks and regulatory stability.
Our analysis considers anti-abuse provisions (such as PPT and LoB clauses), substance requirements, and long-term viability.
We structure holdings in ways that balance tax optimization with compliance across all relevant jurisdictions.
Exit and Repatriation Planning
We assist clients in planning for distributions, returns on investment, and exit events.
Whether through dividends, interest, capital gains, or liquidation, we build tax-efficient strategies to minimize overall tax leakage.
This includes planning for step-up opportunities, timing of realization, and coordination with local advisors in foreign jurisdictions.
