Tax / Private Clients
Our firm provides a basket of legal services to Israeli and international private clients and wealthy families.
We specialize in creating the right legal structure for planning and managing trusts and transfers between generations, while addressing the relevant tax aspects and working with the Israel Tax Authority (ITA) and other tax authorities abroad.
Israel currently grants various types of tax benefits to new immigrants and returning residents. Our firm provides legal opinions with regard to income tax and national insurance on income earned prior to returning to Israel and after relocation, for the purposes of reducing the overall tax liability and ensuring the extent of clients’ eligibility for benefits. If necessary, we apply to the ITA to obtain pre-rulings and also assist with the tax planning.
Our firm specializes in representing individuals in the process of voluntary disclosure vis-a-vis the tax authorities. Even though the anonymous track for voluntary disclosure has ended, it is still possible to send voluntary disclosure applications to the ITA and to obtain criminal immunity from prosecution for tax offenses.
We provide guidance to clients prior to submitting such applications, including examining the various possibilities, preparing the applications, representing taxpayers (individuals and companies) in voluntary disclosure procedures with the ITA, submitting returns, signing agreements with the ITA, and helping to obtain criminal immunity from prosecution for clients. Our firm also provides a variety of legal services relating to local tax planning and international tax planning for the day after the voluntary disclosure.
Insights & News - Tax / Private Clients:
New Voluntary Disclosure Procedure – Effective Until August 31, 2026
Tax / Private Clients
Our firm provides a basket of legal services to Israeli and international private clients and wealthy families.
We specialize in creating the right legal structure for planning and managing trusts and transfers between generations, while addressing the relevant tax aspects and working with the Israel Tax Authority (ITA) and other tax authorities abroad.
Israel currently grants various types of tax benefits to new immigrants and returning residents. Our firm provides legal opinions with regard to income tax and national insurance on income earned prior to returning to Israel and after relocation, for the purposes of reducing the overall tax liability and ensuring the extent of clients’ eligibility for benefits. If necessary, we apply to the ITA to obtain pre-rulings and also assist with the tax planning.
Our firm specializes in representing individuals in the process of voluntary disclosure vis-a-vis the tax authorities. Even though the anonymous track for voluntary disclosure has ended, it is still possible to send voluntary disclosure applications to the ITA and to obtain criminal immunity from prosecution for tax offenses.
We provide guidance to clients prior to submitting such applications, including examining the various possibilities, preparing the applications, representing taxpayers (individuals and companies) in voluntary disclosure procedures with the ITA, submitting returns, signing agreements with the ITA, and helping to obtain criminal immunity from prosecution for clients. Our firm also provides a variety of legal services relating to local tax planning and international tax planning for the day after the voluntary disclosure.