PIT

PIT, private asset management, personal taxes

Our approach

In the area of personal taxation, an individual and non-standardized approach is a key – that is why, when supporting our clients in tax settlements and asset management, we combine expert knowledge in taxation and law with practical business experience. We ensure that our recommendations are not only compliant with regulations but also economically efficient and safe in the long term.

For whom?

We advise individuals, including executives and board members, on choosing safe and effective forms of conducting and taxing business activities in Poland and abroad, as well as on private investments. We support family businesses and investors in planning business and asset succession. We also help companies develop tax-optimized models of cooperation with executives, create incentive programs, and settling taxes for employees and associates performing tasks abroad.

In the area of PIT filing a tax return is merely the final element of the whole process – the key lies in the preceding planning and implementation, which provide real savings and security. Our role is to ensure that every detail is planned and executed with due diligence, in line with the client’s individual goals.
Andrzej Łobodzińskipartner, Attorney-at-law

Benefits

With the knowledge of renowned experts and comprehensive services, we provide our clients with peace of mind and certainty in the area of personal taxes.

Renowned lawyers and Tax Advisors

We are regularly recognized in national and international legal and tax rankings, confirming our effectiveness and professionalism.

Safe and Long-Term Solutions

We deliver solutions that are not only compliant with regulations but also individually and strategically thought through. This ensures that the implemented mechanisms are significantly more resilient to changes in the legal and tax environment and remain effective.

Comprehensive, Multi-Faceted Support and International Expertise

We support clients at every stage: from planning and analysis, through implementation, to settlements and representation before tax authorities. Our team combines tax, legal, and analytical competencies, giving clients confidence that their matters will be handled comprehensively, with attention to every aspect and detail. Moreover, thanks to our extensive network of international partners and advisors, we can carry out projects involving multiple tax jurisdictions.

Services

Within the PIT expertise, we offer support in areas such as:

Taxation of income from employment, management contracts, B2B cooperation, mixed models (including foreign revenues)

We assess the tax implications of income from employment, self-employment, and management contracts, identifying the most beneficial solutions.

Investments and private assets

We advise on the taxation of investments, such as capital investments, real estate, etc.

Inheritances and donations

We assist in completing all formalities related to assets received through inheritance or donation.

Tax residency, exit tax

We advise on situations involving changes in country of residence or employment and the related tax obligations.

Employment policies for executives and specialists

We help shape employment and remuneration policies for key execuives and specialists in companies, including board members, proxies, and individuals appointed to perform functions. We verify feasibility and provide comprehensive advisory services for implementing B2B cooperation models and mixed models (split).

Tax settlement of foreigners / employees performing tasks abroad

We support clients in all matters related to tax and social security settlements for foreigners working in Poland and employees performing tasks abroad (including issues related to double taxation treaties, shadow payroll, etc.).

Tax planning and succession

We assist individuals and family businesses in tax planning and asset succession to ensure the transfer process is safe and tax-efficient.. Learn more about Private Client consulting >>

Incentive programs for key staff

We advise on the design and implementation of incentive programs for key executives, as well as on their subsequent execution and tax settlement.

Audit of personnel and payroll procedures

We conduct audits of procedures related to employment and HR/payroll settlements, identify risk areas, and assist in implementing changes.

Remuneration policy for management boards and supervisory boards of listed companies

We advise on the structuring and implementation of remuneration policies for management boards and supervisory boards of listed companies, including the preparation of remuneration reports.

Team