Tax law

Taxation is a strategic issue for companies, investors and individuals. Beyond reporting obligations, it directly influences the profitability of projects, the structuring of investments and wealth management. Berna & Associés puts its expertise at the service of its clients to help them navigate the complex Luxembourg and international tax environment, offering clear, pragmatic advice tailored to each situation.

Our services cover both personal and corporate taxation, incorporating key aspects such as real estate taxation, cross-border planning, transfer pricing and tax litigation management.

Tax advice

We assist our clients in defining and implementing tax strategies aligned with their objectives.

For individuals, this includes income tax management, estate planning (donations, inheritance) and assistance to expatriates or foreign tax residents.

For businesses, we advise on the structuring of their operations, whether commercial transactions, mergers, acquisitions or restructurings, ensuring that each step is secure.

International taxation

We assist our clients with cross-border planning, the application of international tax treaties and the management of double taxation risks. Our expertise also covers tax residence analysis, the structuring of international investments and the management of tax implications related to activities carried out in several jurisdictions.

Property taxation

Real estate taxation is one of our areas of particular expertise. We advise our clients on the acquisition, ownership, disposal and structuring of real estate projects, taking into account aspects relating to VAT, registration duties, rental income and capital gains.

We also assist in setting up appropriate vehicles, such as real estate companies or dedicated investment funds.

Litigation and tax compliance

Tax audits and disputes with the tax authorities require a proactive defense. We represent our clients before the tax administration and before Luxembourg and European courts, whether to respond to reassessments, file appeals, or defend their rights.

In terms of compliance, we prepare and file tax returns (income tax, corporation tax, VAT, inheritance and donation tax) and carry out audits to identify risks and anticipate regulatory changes.

Berna & Associés combines in-depth expertise in Luxembourg and international tax law with a pragmatic and proactive approach, aiming to secure your projects and effectively defend your interests.