Services – Tax

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Comprehensive tax advisory services

We help clients resolve issues involving income taxes (including withholding tax), indirect taxes, and customs duties. We also advise on reporting of tax schemes.

We advise foreign investors planning investments in Poland and Polish investors on investments abroad. We have a wealth of experience advising on Polish and international transactions. Our advice covers income taxes, VAT, transaction tax, and tax audits.

We support clients in developing transfer pricing policies, in both Polish and international aspects, obtaining advance pricing agreements, and preparing transfer pricing documentation. We brought about the first unilateral adjustment of income in Poland by the national tax administration as a result of estimation of the income of an affiliate in another jurisdiction. We represent clients in transfer pricing disputes.

Tax issues are among the most significant that must be taken into account when carrying out M&A transactions and corporate reorganisations. When advising in this area, we seek tax solutions allowing our clients to achieve their business goals with minimal tax risk.

We provide assistance in judicial and administrative proceedings including:

  • Tax proceedings:
    • Tax audits and customs/treasury audits
    • Tax proceedings
    • Proceedings before the administrative courts and the Constitutional Tribunal
  • Proceedings involving individual tax interpretations
  • Recovery of tax overpayments
  • VAT recovery proceedings
  • Proceedings before EU institutions
  • Tax enforcement proceedings
  • Fiscal criminal proceedings
  • Criminal proceedings with tax aspects
  • Proceedings under tax treaties.

We advise private equity funds on tax planning for structuring of investments in Poland, project finance, acquisition of assets, distribution of profits, and exiting investments. Our advice also covers issues of investing in Poland via Polish and foreign investment funds.

We advise Polish and foreign clients in tax aspects of planning, financing, executing and exiting real estate investments and construction projects.

We advise owners of crowdfunding platforms and cryptocurrency exchanges on tax issues. We provide support in developing strategies for creators of blockchain projects (e.g. tokenisation of financial instruments). We advise on tax aspects of sharing economy projects.

We advise clients on tax issues and social insurance aspects of employment, including hiring of foreign employees, posting of workers, and hosting of posted workers. We assist clients in evaluating the tax and social insurance implications of all types of benefits for employees, associates and board members, including incentive programmes (e.g. share option schemes). We prepare and implement tax-efficient structures for hiring and compensating board members and managers.

Our clients include banks operating in Poland (including investment banks), branches and representative offices of foreign banks, brokerages, investment funds, insurance companies, payment card organisations, foreign banks and other financial institutions.

We provide legal advice to individuals on their personal and family asset situations. Our combination of knowledge and experience in Polish and international tax law with knowledge of other fields of law (private law, family law, inheritance law) allows us to deliver clients solutions for asset management, investments, and asset planning.

Our advice includes issues of income tax, inheritance tax, gift tax and property tax. We also assist clients in complying with tax reporting obligations in various countries.