taxINvest is a partner-led and authorized consulting firm based in Luxembourg. taxINvest specializes in providing tax advice and tax structuring services as well as in implementing capital pooling structures in illiquid assets.
These include investments in infrastructure projects, vessels, aircraft, railways, and real estate, as well as debt and equity instruments, which we make accessible to institutional investors, private equity firms, family offices or High Net Worth Individuals.
The structures we use range from non-regulated holding companies (“SOPARFI”), through regulated specialized investment funds (“SIF”) and private equity companies (“SICAR”) to securitization vehicles and multi-level structures.
The structures we use range from non-regulated holding companies (“SOPARFI”), through regulated specialized investment funds (“SIF”) and private equity companies (“SICAR”) to securitization vehicles and multi-level structures.
Services & Industries
TAX ADVICE
Our extensive international experience as well as our expert skills are the cornerstone of our tax consulting services.
taxINvest offers tax advice and tax structuring of investments through Luxembourg-based regulated and non-regulated vehicles. Our services include the relevant tax compliance as well as the preparation of advance rulings, the drafting of tax opinions and the conduct of out-of-court proceedings for legal remedy.
» Tax planning and tax structuring
» Tax compliance
» Tax opinions
» Advance rulings
» Proceedings for legal remedy
CAPITAL POOLING
taxINvest provides high-end structuring advices for regulated and non-regulated capital pooling structures via Luxembourg. We set up your operating capital pooling structure in line with your asset management or investment strategy. Our wide range of services covers all regulatory and tax matters – from the initial concept, through implementation and ongoing supervision, all the way to exit.
» Structuring and implementation of regulated and non-regulated companies, AIFs, and securitization companies.
» Drafting of the required documentation
» Setting-up of non-regulated and regulated companies and investment funds
» Selection of the necessary service providers
» Obtaining regulatory authorization from the supervisory authorities
» Exit consultation and exit structuring
» Management & Directors Office
» SOPARFI: Non-regulated holding company | » Securization companies |
TRANSPORTATION
taxINvest optimizes your financing structure as well as your debt or equity tranche, whether it relates to a single asset, a group of vessels/aircraft or the financing/refinancing of a debt tranche.
ENERGY
taxINvest facilitates investments in (renewable) energies, regardless of whether it involves wind farms, photovoltaics or (solar) power plants. We structure tax-optimized investment solutions in renewable energies for investors from around the world.
REAL ESTATE
taxINvest analyzes and optimizes the entire investment structure from the asset to the investor. We provide customized solutions, depending on whether it is an equity or a debt-based structure and, of course, taking into consideration the (regulatory) requirements of your investors. The result is an optimized cash flow between the investors and the assets.
PPP
taxINvest has accumulated many years of experience in structuring infrastructure projects. With a wide range of investment vehicles, Luxembourg enables its investors to invest in infrastructure projects, for example in regard to PPP. The presence of insurance companies, private equity firms as well as the European Investment Fund and the European Investment Bank attests to Luxembourg’s importance as Europe’s leading financial hub.
Profile
taxINvest is a partner-led tax advisory firm based in Luxembourg (member of the Institute of Luxembourg Chartered Accountants (“Ordre des Experts Comptables”)). taxINvest specializes in providing tax advice and tax structuring services as well as in implementing capital pooling structures in illiquid assets.
Our Philosophy
Professionalism and understanding of the complex needs of our clients are of the utmost importance to us. We analyze the goals and requirements set by our clients and offer tailored structures, implementing them together with our clients.
We believe in clear and stable structures in order to avoid unnecessary complexity and risks. The services we provide reflect our ongoing commitment and our solution-oriented approach. We are happy to assist you from the initial concept, through implementation, all the way to exit.
International
taxINvest is independent and is not part of any network. Regarding questions about subject matters outside the scope of Luxembourg’s jurisdiction, we work with the consultants of our clients. Our clients can also benefit from our personal and international network of long-standing business partners. In addition, depending on your preferences, we can coordinate consultation, the implementation of our clients’ structures and supervision from Luxembourg.
Clients
Our clients include financial service providers and financial institutions, private equity & venture capital firms, family offices and High Net Worth Individuals as well as international industrial companies from the shipping and real estate sectors.