In of the complexity of the current tax legislation, and type of real estate transaction, it is crucial to identify the main tax risks and opportunities in due time.
How can we help?
Our team is composed specialists in who offer the leadership and knowhow of the problems faced by this sectoracquired over the years through the assistance of some of the largest national and foreign business groups the discussion of tax issues may arise in the context of real estate transactions and financing of real estate projects (e.g., shopping centers, office spaces, student residences, logistics parks).
In addition, our professionals have a broad mix of skills, allowing them to the tax impacts may arise all stages of the investment cycle.
In order to respond to the specific needs of our customers, we set up, on a case-by-case basis, multidisciplinary teams the financial and fiscal aspects the whole transaction process.
Because our services cover the entire spectrum of a real estate transaction, our team is in a unique position to add significant value, by mitigating risks and identifying opportunities.
Structuring of the investment
Structuring of real estate transactions, keeping in mind the specificities of the places of origin and destination of the investment, as well as the investment vehicles to be used.
The issues covered include the support with the integration of structures for the acquisition, holding, development and exploitation of the real estate assets, analysis of the best financing options, debt structuring and repatriation of income.
Review of the financial model
Review of the tax parameters of the financial models, aiming to provide clear and assertive information about the tax impacts which may arise from the prospective transaction.
Tax Due Diligence
Whether the acquisition/sale is carried out through an Asset Deal or Share Deal, our team of Due Diligence experts advises our clients in the acquisition (Purchasers ) or sale (Buyers ) of real estate, working in close collaboration with the clients' internal teams as well as financial and legal advisors.
Assistance during the Transaction
Support in all phases of the transaction, including, in particular, advice on the tax issues that may arise during the operation, registration of entities with the Portuguese Tax Authorities and Social Security, support with tax compliance obligations, organization of databases (virtual data room).
Review of legal documentation
Assistance in the negotiation of all types of real estate contracts (e.g. purchase and sale, lease, sale and lease back, purchase and sale promise, assignment of exploration, financing, guarantees).
Post deal
We develop action plans to ensure that the chosen shareholding structures and business model are put into practice upon the completion of the transaction, by monitoring the implementation of the tax and accounting policies.
PwC delivers tax solutions to our clients. When we combine these solutions with our experience, market knowledge and the strength of our global industry market, we become a strong business partner, helping real estate clients to succeed.
Please refer to the Regular Tax Assistance Section for further detail.
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