We assist in tax compliance and tax risk assessment
Tax advice
UFG WM brings exceptional experience to private clients, providing tax advice on transactions, asset structuring, and wealth transfer. We assist with international tax planning and local tax laws compliance (timely tax returns, reports, notifications, etc.)
To protect the client and his family from fines and other types of tax liability and to avoid unreasonable expenses arising from transactions and relocations, we:
analyze the tax consequences of all actions and changes - laws, residency changes, transactions or restructuring
suggest the best options for tax residency, asset structuring, and monetary operations, and assist in preparing the necessary documentation
preparing and filing tax returns for private clients, notifying tax authorities of all relevant events and providing them with the data required by law
UFG WM Tax Team was highly commended at The Ninth Annual WealthBriefing European Awards 2021
How we work
We comprehensively advise on all tax matters
We advise on long-term tax planning
We keep all information strictly confidential
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We guarantee an individual approach and the best expertise
