Tax & Wealth

Comprehensive analysis of your tax situation

 

For your comfort and peace of mind, our Tax & Wealth professionals analyse your tax situation, taking all potential advantages or applicable risks into account (1).

Our commitment is to provide you with an optimum service that's personalised to your personal and professional situation, regardless of your country of tax residence.

 

A new service with high added value solutions

 

Our service includes:

• Application of international conventions to avoid double taxation.

• Study of the various potential tax strategies based on family and personal assets.

• Estate planning.

• Optimisation of tax on income from investments/divestments and asset reorganisation via legally-compliant financial instruments and vehicles.

• Management of administrative procedures to obtain tax residence certificates in Andorra.

• Segregation of client accounts according to tax residence.

• Resolution of doubts or queries on wealth management-related tax issues.

 

With major advantages:

• Benefit from customised support on tax issues that takes your personal and financial situation into account.

• Optimisation of tax applied to your financial investments.

• Study on the feasibility of using investment vehicles to improve taxation on financial investments.

• Assessment of fiscal risks associated with investment instruments and vehicles. We're here to help

 

For any further information or to request the service, don't hesitate to contact your Wealth Manager.

 

(1) Within the framework of the activities and auxiliary services that may be undertaken by banking entities, as defined by Act 7/2013, of 9 May on the legal regime governing companies operating within the Andorran financial system and other provisions that regulate the exercise of financial activities in Andorra and all amendments that may be made to the same.