What is tax compliance within private wealth?

Tax compliance within private wealth is about carefully and fully meeting all tax obligations associated with the management of private wealth and businesses. This includes not only filing tax returns accurately and on time, but also meeting complex international reporting requirements such as CRS and FATCA. For families and entrepreneurs, it is essential to minimize the risk of fines, sanctions, and reputational damage by ensuring transparency and accuracy.

When is tax compliance important?

Tax compliance is crucial whenever assets are managed, dividends are distributed, real estate is sold, or cross-border financial activities take place. Especially for families with international interests or multiple entities within their structure, compliance is essential to prevent tax issues and disputes with the tax authorities.

What does tax compliance include?

Our support focuses on, among other things:

• Timely and accurate filing of income, corporate, and wealth tax returns
• Compliance with international reporting obligations (CRS, FATCA)
• Monitoring legislative changes and their impact on compliance
• Setting up and managing reliable administrative processes
• Guidance during tax audits and inquiries from the Tax Authorities

Benefits of good tax compliance

• Reduction of tax risks and penalties
• Transparency towards tax authorities
• Efficient and reliable tax administration
• Better planning and control of the tax position
• Strengthened trust within the family and with external partners

Why HVK Stevens?

HVK Stevens combines in-depth tax expertise with a personal approach. We understand that meeting tax obligations can sometimes be complex and burdensome, especially in international contexts. That is why we provide proactive guidance and practical solutions to ensure your tax compliance runs smoothly, transparently, and fully in line with laws and regulations. With our integrated knowledge of tax law, international compliance, and wealth management, we are the ideal partner for your private wealth