Tax

• Private equity, venture capital and real estate
• Tax due diligence (sell-side/buy-side), tax factbooks
• Transactional structuring advice
• Legal documentation (tax clauses, purchase price mechanisms, W&Is)
• Post-acquisition measures (debt-push-down, organisational integration, repatriation of profits and recapitalisation)
• Management incentives and employee option schemes (national and international)
• Restructuring advice (including obtaining tax rulings and conferring with finance authorities) 

• Fund structuring, joint ventures and co-investments
• Investment platforms for insurance companies, CTAs, family offices and other institutional investors
• Fund investments (due diligence, side letters, subscription documents and MFNs)
• Capital markets transactions (IPOs, takeovers, share and bond issues, financing and securitisation)
• Finance products and investments
• Integrated advice taking into account supervisory law (German Investment Act, German Investment Regulation, Solvency II) 

• Optimising and setting up national and international corporate structures and financing (Pillar II, ATAD II, both inbound and outbound)
• Setting up international joint ventures
• Corporate financing (classical equity and debt financing, hybrid and structured instruments, factoring)
• Relocation of functions and IP, transfer pricing
• VAT optimisation of supply relationships
• Advising on digital business models
• Establishing and implementing tax compliance processes (issues relating to permanent establishments, employee secondments and reporting)
• Tax optimisation of company pension schemes (CTAs, special German pension buy-out companies and outsourcing structures) 
  

• Advising on tax audits
• Representing clients in appeals and proceedings before the finance courts
• Representing clients in formal settlements with the tax and customs authorities
• Tax disclosure and voluntary disclosure
• Criminal tax law
• Tax compliance management systems and internal investigations

• Planning corporate and wealth succession for family-owned businesses, private clients and foundations
• Advising family offices and high-net-worth individuals (e.g., setting up family office vehicles and advising on investments)
• International mobility and planning of relocations to or from abroad
• Setting up domestic and foreign structures for wealth succession and safeguarding assets (e.g., through foundations and trusts)
• Advising non-profit organisations

For further information see Family-owned business & private clients.