Real estate often represents a significant portion of family wealth in Poland and across Europe. Given its substantial value and long-term nature, managing and passing down property requires careful planning. A family foundation is a modern legal tool that enables effective and secure management of real estate across generations. What is a Family Foundation? A […]
Business Law | Succession Planning
Owning real estate abroad has become increasingly common among Polish entrepreneurs. Homes in southern Europe, apartments in Germany, or commercial properties in the United States — this is wealth that requires special attention when it comes to succession planning and tax optimization. If you’re wondering how to protect this asset and avoid tax complications on […]
Real estate often represents the most significant part of a family’s wealth. Questions about how and under what conditions to transfer property into a family foundation raise many concerns. Fees, taxes, legal risks — each step requires careful planning. This article explains the key issues related to real estate in a Polish family foundation (fundacja […]
One of the primary reasons for establishing a family foundation is tax savings. In this article, we explain how a Polish family foundation protects your assets from inheritance tax and gift taxes — and whether it truly works as you might imagine. Family Foundation and Taxes Inheritance tax in Poland ranges from 3% to 20%, […]
Setting up a Polish family foundation is not just about asset protection or succession planning. It’s also a carefully calculated tax game. The Family Foundation Act of January 26, 2023 divides beneficiaries into groups — and this classification determines everything. Group zero (spouse, children, parents) pays 0% PIT. Everyone else pays 10%, 15%, or even […]
