Tax / Private Clients
Our firm provides comprehensive legal services to foreign and Israeli high-net-worth individuals and families, advising on a broad range of complex tax issues and wealth, asset, and estate planning.
Our work includes ongoing support and strategic tax planning tailored to a dynamic regulatory environment, cross-border holding structures, and both traditional and digital assets.
We have extensive experience in developing legal structures and tax strategies for trusts, intergenerational transfers, and family-wealth structuring. Our advice addresses income tax, capital gains tax, international taxation, tax treaties, and inheritance and gift laws. We regularly work with the Israel Tax Authority and foreign tax authorities and coordinate with financial advisers and trustees in Israel and abroad.
To encourage new immigrants and returning residents, Israel offers attractive tax benefits. Our firm provides legal opinions on income tax and National Insurance Institute issues relating to income earned before and after relocation to Israel, with the aim of reducing overall tax exposure and ensuring eligibility for available benefits. Where necessary, we approach the tax authorities to obtain advance approvals (pre-rulings) and assist with related tax planning.
We also advise new immigrants and returning residents on the tax aspects of income, assets, and holdings outside Israel, both prior to and following their return. Our services include preparing legal opinions on income tax and National Insurance Institute matters, assessing eligibility for tax benefits, and planning holding structures that minimize overall tax exposure.
In addition, the firm advises clients in voluntary disclosure proceedings with the Israel Tax Authority. Even after the conclusion of the anonymous track, we assist taxpayers throughout the entire process, from preliminary review and strategic advice, through preparation and submission of the application, negotiations with the authorities, reporting obligations, and reaching a tax settlement, to obtaining criminal immunity from prosecution for tax offenses.
Following completion of the disclosure process, we continue to advise clients on ongoing tax planning and asset management, both in Israel and internationally. This includes guidance on the taxation of digital assets and crypto, restructuring holding structures, and preparing for future regulatory changes.
Insights & News - Tax / Private Clients:
New Voluntary Disclosure Procedure – Effective Until August 31, 2026
Tax / Private Clients
Our firm provides comprehensive legal services to foreign and Israeli high-net-worth individuals and families, advising on a broad range of complex tax issues and wealth, asset, and estate planning.
Our work includes ongoing support and strategic tax planning tailored to a dynamic regulatory environment, cross-border holding structures, and both traditional and digital assets.
We have extensive experience in developing legal structures and tax strategies for trusts, intergenerational transfers, and family-wealth structuring. Our advice addresses income tax, capital gains tax, international taxation, tax treaties, and inheritance and gift laws. We regularly work with the Israel Tax Authority and foreign tax authorities and coordinate with financial advisers and trustees in Israel and abroad.
To encourage new immigrants and returning residents, Israel offers attractive tax benefits. Our firm provides legal opinions on income tax and National Insurance Institute issues relating to income earned before and after relocation to Israel, with the aim of reducing overall tax exposure and ensuring eligibility for available benefits. Where necessary, we approach the tax authorities to obtain advance approvals (pre-rulings) and assist with related tax planning.
We also advise new immigrants and returning residents on the tax aspects of income, assets, and holdings outside Israel, both prior to and following their return. Our services include preparing legal opinions on income tax and National Insurance Institute matters, assessing eligibility for tax benefits, and planning holding structures that minimize overall tax exposure.
In addition, the firm advises clients in voluntary disclosure proceedings with the Israel Tax Authority. Even after the conclusion of the anonymous track, we assist taxpayers throughout the entire process, from preliminary review and strategic advice, through preparation and submission of the application, negotiations with the authorities, reporting obligations, and reaching a tax settlement, to obtaining criminal immunity from prosecution for tax offenses.
Following completion of the disclosure process, we continue to advise clients on ongoing tax planning and asset management, both in Israel and internationally. This includes guidance on the taxation of digital assets and crypto, restructuring holding structures, and preparing for future regulatory changes.