Advanced tax planning

Advanced tax planning

Advanced Tax Planning: Tailor-made Strategies for Tax Optimisation 

In an ever-changing economic and regulatory environment, advanced tax planning is a key strategic element for companies seeking to optimise their tax burden effectively and in compliance with current legislation. 

Xpertia offers a personalised tax advisory service aimed at structuring complex tax strategies to deal with extraordinary situations, both nationally and internationally. Thanks to our expertise, we support companies and corporate groups in managing and rationalising their tax burdens, taking into account sector-specific characteristics, cross-border regulations and the opportunities offered by international treaties. 

Our solutions include: 

 

  • Tax burden optimisation through the use of preferential instruments and regimes, in compliance with local and international regulations. 
  • Tax planning for extraordinary transactions, such as mergers, demergers, acquisitions, business transfers and leveraged buyouts (LBOs). 
  • International tax management, with a focus on double taxation treaties, exemption regimes and tax ruling mechanisms. 
  • Implementation of efficient holding and corporate structures for the management of shareholdings and intra-group cash flows. 
  • Definition of transfer pricing strategies, in compliance with OECD regulations and national legislation. 
  • Analysis of taxation on dividends, royalties, capital gains and international cash flows to ensure maximum tax advantage 
  • Assistance with tax compliance and risk management to reduce the risk of litigation and ensure a proper relationship with the tax authorities. 

 

Extraordinary operations

assistance in mergers, demergers, acquisitions, corporate transformations, contributions, transfers of businesses or shareholdings, and liquidations.

Advanced tax planning

Structuring complex tax strategies to optimise tax burdens in extraordinary circumstances, including at international level.

Company evaluation

analysis of the economic value of a company with a view to sale, restructuring or investment.

Due diligence

thorough review of the accounting, tax, legal and financial situation in the context of acquisitions or restructuring.

Advice on accessing capital markets

Development of recovery plans, preventive agreements and other crisis management procedures.

Advice on accessing capital markets

Support in issuing bonds or SFPs or in finding strategic investors

International taxation

Specialised assistance for investors and international groups. Application of DTAs and TIAs. Transfer pricing advice. Tax residence under the 24-bis regime, investor visas and similar.

Corporate and tax contracts

drafting complex agreements and support in negotiations

Generational transition

Support in the transfer of personal and corporate assets, ensuring continuity and tax optimisation, including through structures that implement holding companies or trusts.

Tax disputing

Assistance at every stage of proceedings before tax authorities and courts, including in highly complex cases (abuse of rights, tax residence).