Helping with the preservation and/or transfer of your assets, with an eye for tax, legal, family and inheritance aspects. Our integrated approach guarantees success. Our integrated approach guarantees success.
Wealth tax
What are wealth tax, stock exchange transaction tax (TOB), securities tax, and patrimonial tax?
Wealth tax, the stock exchange transaction tax (TOB), the securities tax, and the patrimonial tax are taxes related to the ownership, management, or transfer of assets.
Wealth tax is a general term for taxes levied on holding assets. The TOB is due on the purchase and sale of certain financial instruments. The securities tax targets securities accounts exceeding a statutory threshold. The patrimonial tax is an annual tax on the assets of certain legal entities such as non-profit organisations and foundations.
Our approach:
The experts at Tuerlinckx Tax Lawyers provide specialized services and strategic advice on all taxes impacting wealth. They assist clients in complying with applicable legislation and represent them in dealings with the tax authorities. This includes filing tax returns and resolving disputes.
In practice? Illustrative cases:
CASE
A client heavily involved in the art world wished to sell a highly valuable artwork but was concerned about taxation on the capital gain. We analyzed his situation and submitted a request for a tax ruling. Thanks to our efforts, it was confirmed that the sale would be exempt from taxation, allowing our client to retain the full proceeds without any tax burden.
CASE
We assisted a high-net-worth client without children in gifting part of his wealth to his partner. A crucial element was that he wished to retain control over and continue receiving income from the gifted assets. We designed a control structure that made this possible and guided the client throughout the execution of the gift.
As a result, our client was able to benefit his partner while retaining the assurance that he would maintain control over and income from his assets.
Schedule a meeting?
Are you facing a similar issue or do you have questions following this case? We’d be glad to assist you – don’t hesitate to get in touch with team PRIVATE: TeamPrivate@Tuerlinckx.eu
“Tax is everywhere”
“Look before you leap”.
A corporate transaction or reorganisation is never an end in itself. We look at the more profound finality and the nature of wealth transfer. Where assets migrate, taxation comes into play.
Advice
Disputes
Are you looking for tax advice based on a firm foundation, written in regular language and which offers a viable solution? Then you have come to the right place at Tuerlinckx Tax Lawyers! We supplement classic tax advice with a tax risk analysis to ensure that a structure passes the tax administration or court review. Together, we go for well-founded solutions that meet both short and long-term objectives.
Count on the CORPORATE team for assistance with tax audits and discussions with the tax administration, both at the administrative stage and in court. We ascertain precisely what the tax administration will and will not allow in the specific tax files. We also explore the viability of the tax authority’s claims and the arguments you could use to make a difference in court.
Regularisations
Negotiations
What if some components of your assets have not been subjected to the correct tax regime? You can still realise a rectification within a legally prescribed framework, through tax regularisation. The experts at Tuerlinckx Tax Lawyers can analyse how to use this tax technique correctly and guide you through the rest of a case.
Tuerlinckx Tax Lawyers are experienced negotiators. Our priority is always the best possible deal for our clients. Whether it concerns contract negotiations, settlements or business transactions, we provide the lasting and most beneficial solution!
Advice
Are you looking for tax advice based on a firm foundation, written in regular language and which offers a viable solution? Then you have come to the right place at Tuerlinckx Tax Lawyers! We supplement classic tax advice with a tax risk analysis to ensure that a structure passes the tax administration or court review. Together, we go for well-founded solutions that meet both short and long-term objectives.
Disputes
Count on the CORPORATE team for assistance with tax audits and discussions with the tax administration, both at the administrative stage and in court. We ascertain precisely what the tax administration will and will not allow in the specific tax files. We also explore the viability of the tax authority’s claims and the arguments you could use to make a difference in court.
Regularisations
What if some components of your assets have not been subjected to the correct tax regime? You can still realise a rectification within a legally prescribed framework, through tax regularisation. The experts at Tuerlinckx Tax Lawyers can analyse how to use this tax technique correctly and guide you through the rest of a case.
Negotiations
Tuerlinckx Tax Lawyers are experienced negotiators. Our priority is always the best possible deal for our clients. Whether it concerns contract negotiations, settlements or business transactions, we provide the lasting and most beneficial solution!
