Reasons why your tax situation might change

It is essential to manage your tax when your circumstances change, for example, if your family status or economic status changes or if you are involved in an investment schedule. Here are some further examples (please note, this list is not exhaustive): 

• You have recently bought a home, when the sale agreement is signed, contact us here
• You have moved to Luxembourg but your spouse remains abroadYou want to sell your primary residence property (or any other property)
• You have just let your property out for the first time
• You have become separated or divorcedYou leave Luxembourg and become a non-resident
• You want to transfer your assets (we can assist you in scheduling all types of investments)
• You have made a real estate investment (the tax aspect will be decisive in the return of your investment)
• You are investing to prepare for your retirement (it is advisable to plan this well in advance to prevent losing too much purchasing power in retirement)
• You want to make an investment to protect your loved ones (e.g. purchasing or selling real estate is a good example of a situation where you would require prior fiscal analysis; any purchase or sale of real estate can have tax implications. You need to take into account many factors, for example, location, building state etc. Unfortunately the future tax impact is often overlooked especially once the purchase and refurbishments are complete. At this stage, it is usually too late to apply tax savings)