Expertise

Taxation is a critical factor influencing both personal and business decisions. With tax laws and regulations constantly evolving, navigating the tax landscape can be complex and challenging for individuals and businesses. Our office provides comprehensive legal tax advisory services focused on tax efficiency, compliance, and optimization of tax positions. Through our expertise, we help clients manage tax risks and make informed, confident decisions. We also represent clients in disputes and litigate against tax assessments, offering strong legal support to protect their rights and financial interests.

1. Tax Advisory

   We deliver tax advice to individuals and domestic and multinational businesses. Our practice spans income, gift, and inheritance taxation for individuals, and complex direct and indirect corporate tax issues. We also advise on cross-border tax matters, including tax residence planning, double taxation and international anti-tax abuse rules.

2. Tax Compliance

   We advise and assist in tax compliance matters and specialize in tax reporting obligations of individuals. We review our clients’ tax position with respect to past and future tax obligations and assist in their management.

3. Tax Controversy & Litigation

   We assist clients in the preparation and handling of tax audits and represent them in the relevant proceedings before the tax administration and the administrative courts. We also advise on penalties, fines, and statute of limitation issues.

Personal wealth, family interests, and business assets often involve complex legal and financial considerations, making effective planning necessary for individuals. Succession planning ensures the orderly transfer of wealth with minimal taxation, protects assets across generations, minimizes legal risks. Asset structuring enhances control, protection and confidentiality, while supporting personal and business objectives. Our services are tailored to our clients’ profiles and aim to safeguard their interests, help maintain continuity, and offer long-term security.

1. Succession & Wealth Planning

   We advise high-net-worth individuals and families on the preservation and transfer of their assets. Our services include advanced succession planning involving gifts, inheritances, wills, joint accounts, and foreign trust structures.

2. Asset Structuring & Protection

   We specialize in the structuring and protection of asset portfolios, including real estate, corporate participations, and financial investments. We advise on direct and indirect ownership structures, investment vehicles, and cross-border holdings, as well as on asset acquisitions and disposals, with a particular focus on tax issues.

3. Private Banking & Investments

   We provide legal advice on private banking matters relating to bank deposits, investment accounts, financial instruments, and insurance-based products and assist with tax and other compliance obligations, including CRS and FATCA reporting.

4. Non-Greek Residents

   We advise and represent non-Greek residents with personal or business interests in Greece. Our services include end-to-end support for investments, as well as for relocation to Greece, and advice on special Greek tax regimes available to investors, pensioners, employees and freelancers.

Managing a company or a group of companies requires careful consideration of its structure, particularly in a cross-border context. Depending on the owner’s long-term objectives, whether these include a sale or transfer, expansion into new markets, the acquisition of another business or a new partnership, planning ahead is always crucial. A well-designed structure supports the company’s business objectives, operational efficiency, and governance framework, while also optimizing its tax position. In addition, corporate restructurings may provide access to various tax incentives and efficiencies when properly planned and executed. With our expertise and insight, we assist clients in structuring businesses and groups of companies, as well as corporate and commercial transactions, to achieve their business and operational goals, while optimizing their tax position.

1. Corporate Restructurings & Transformations

   We advise domestic and international groups on mergers and acquisitions, and on all other forms of corporate transformations and restructurings. Our expertise includes the design and implementation of efficient holding structures, subsidiaries, and permanent establishments in Greece and abroad, aligned with business objectives and tax efficiency.

2. Commercial Agreements & Transactions

   We provide legal and tax advice on transactions and commercial agreements. We also conduct legal due diligence and assist in the handling of negotiations.

3. Executive & Employment

   We advise senior executives and international employers on legal and tax matters relating to compensation structures, benefits in kind, and incentive schemes. Our tax practice also covers cross-border employment arrangements and executive liability for corporate tax obligations.