Your real estate holdings are crucial to your wealth and, if not properly structured or managed, can have a significant impact on your taxes.  The type of real estate you own or are buying, the type of structure you buy it through and the country it is located in can all affect your current and future tax liabilities. We advise you on the entire life cycle of your real estate investment from purchase to sale, including optimisation of holding periods and succession planning.

Real estate as part of your wealth and tax planning

Whether for residential, commercial or specifically for investment purposes, your real estate assets make up an important part of your overall wealth picture.

The way your real estate holdings are structured can significantly affect your tax liabilities.

Some of the factors that can affect your tax obligations are:

• Why you have the property - whether for private, commercial, or long term investment purposes.
• Where the property is located - countries often have significantly different wealth, inheritance, and estate tax regimes.
• What the market is like - the volatility of a country’s real estate prices.

Matching your real estate portfolio with your objectives

There are many reasons why people buy property – sometimes for private or holiday use, sometimes with business considerations or asset diversification in mind.  We address these sort of real estate considerations carefully with our clients, to ensure that their real estate portfolio is structured effectively in order to fit with their immediate and long-term needs.