Comprehensive tax advisory services

We provide regular, ongoing tax advice and assist clients in solving issues that arise in their business concerning income tax, indirect taxes, and customs. Advice in this area is also available through our hotline system.

We counsel foreign investors on tax-effective planning of investments in Poland, as well as Polish investors with foreign projects. We also offer a wealth of experience advising on tax optimisation of Polish and international transactions. Our advice covers income tax, VAT and transaction tax.

Tax issues are among the most important that must be considered in the case of M&A, and restructuring transactions. When advising on restructuring and M&A, we seek tax solutions enabling achievement of business goals with minimum tax burdens.

We represent clients in tax-related judicial and administrative proceedings and assist in resolving tax-related disputes:

  • Tax proceedings
    • tax, fiscal and customs audits
    • proceedings before administrative courts and the Constitutional Tribunal
  • Proceedings seeking official interpretations
  • Proceedings seeking refund of tax overpayments
  • Proceedings seeking VAT refunds
  • Proceedings before EU institutions
  • Enforcement proceedings in tax cases
  • Fiscal criminal cases
  • Other criminal cases with tax aspects
  • Claims for damages
  • Proceedings involving tax treaties

Other types of cases, involving:

  • income tax and international tax planning and optimisation
  • VAT and excise tax
  • customs
  • transfer pricing
  • M&A and restructuring
  • private equity funds
  • financial industry
  • real estate and construction
  • gambling
  • foreign exchange law

We advise private equity funds in tax planning for investment structures in Poland, financing of investments, asset acquisition, distribution of profits, and tax-effective exit from investments. We also advise on issues related to investing in Poland via Polish or foreign investment funds.

Within our tax practice, we have established a separate team specialising in serving the financial industry. The special nature of the team derives not only from the experience within the sector of the tax advisers on the team, but also from the participation of qualified lawyers advising financial companies in fields not directly connected to tax, including banking and project finance, capital markets, industry-specific regulations, transactional security, information security, outsourcing, electronic banking, and other issues specific to the financial services sector.

Our clients are banks (including investment banks) operating in Poland, branches and representative offices of foreign banks, brokerage houses, investment funds, insurance companies, operators of payment card systems, as well as foreign banks and other financial institutions.

We advise Polish and foreign investors in real estate projects, including tax advice on planning, financing, implementation and exit from the investment, as well as real estate tax issues.

We provide tax advisory services to individuals with respect to their personal and family assets. The combination of knowledge and experience in Polish and international tax law with other fields of law (such as family law and inheritance) enables us to provide clients with legal and tax solutions involving asset management, investments, and estate planning.