Private individuals

When it comes to tax advice for private individuals, most people think about questions relating to completing their personal income tax returns, or perhaps about applicable tax allowances.

However, there are many other issues where it is worth seeking the help of a tax advisor. For private individuals, as for businesses, it is worth having tax planning done. As a first step in tax planning for private individuals, we examine whether our client has taken advantage of all potential tax benefits. Depending on your income and the amount of allowances you are eligible for, your tax savings could amount to several hundred thousand or even over one million forints. We assess whether foreign income is defined correctly and whether double taxation exists. We will then make recommendations for resolving any issues that may arise.

We offer the following services to our private clients:

• we advise on corporate ownership restructuring,
• We provide comprehensive assistance to our clients who are moving abroad or returning from abroad in matters relating to taxation, social security and pension insurance.
• We advise on tax issues related to investment products (regulated capital market transactions, structured investment products, etc.).
• We provide comprehensive and complex services to our private clients if the nature of the problem involves not only taxation but also legal or insurance issues.
• We represent our partners in matters concerning tax authorities (e.g. in matters of residency, self-assessment, interest income tax refunds, and payment relief arrangements).
• we prepare our clients’ tax returns, e.g. with regard to income earned abroad,
• We provide support in tax and duty matters arising in connection with inheritance and gifts.
• Our experts are also available to answer questions regarding taxation issues related to real estate transactions (purchase, sale, leasing).
• We provide representation before the tax authorities during your stay abroad.
• We represent our clients in wealth accumulation and other official proceedings.

Why should private clients choose us?

• Our experts have many years of experience in tax law and accounting.
• Thanks to their experience as tax authorities and tax advisors, our experts have extensive experience in the application of tax law and continuously monitor domestic and EU legal practice.
• When representing clients before the tax authorities, we combine this theoretical and practical knowledge with the information provided by our clients to ensure that the proceedings conclude with the best possible outcome for our clients.
• Our advisors have specialised experience in financial institutions, which is particularly important when it comes to the taxation of investment products.

If you have any further questions on this topic, our experts are available at the contact details below.