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Tax / Private Clients

Barnea provides a basket of comprehensive legal services to Israeli and international private clients and to wealthy families.

Barnea specializes in creating the right legal structure for planning and managing trusts and transfers between generations, while addressing all of the relevant tax aspects and working with the ITA and other tax authorities abroad.

 

The State of 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 their 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 advising and representing individuals in the process of voluntary disclosure in front of 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.

 

Barnea provides guidance to clients prior to submitting such applications and examines all of the possibilities, prepares the applications, represents taxpayers (individuals and companies) in voluntary disclosure procedures at the ITA, submits returns, signs agreements with the ITA and obtains 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.

 

Back to Tax

News and updates - Tax / Private Clients:


October 2, 2019

World Tax 2020 Edition

We are proud to be ranked by International Tax Review for the 2020 edition of World Tax in the general corporate tax and private clients categories.

July 31, 2019

Dramatic Decision on the Taxation of Trusts in Israel

The Tel Aviv District Court handed down a decision a few days ago rejecting the Israel Tax Authority’s (ITA) position on the conveyance of real estate properties to trusts. This decision dramatically changes the taxation of trusts in Israel.

July 28, 2019

Precedential Ruling on Taxation of Real Estate Conveyance to Trusts

Adv. Harel Perlmutter was interviewed by TheMarker following a precedential ruling by the Tel Aviv District Court, which determined that the conveyance of Israeli real estate to a trust is not a tax event. Harel noted that the ruling opens up many interesting ways to plan and manage intergenerational transfers of wealth and real estate, without tax being a negative factor and affecting the process.

 

Tax / Private Clients

Barnea provides a basket of comprehensive legal services to Israeli and international private clients and to wealthy families.

Barnea specializes in creating the right legal structure for planning and managing trusts and transfers between generations, while addressing all of the relevant tax aspects and working with the ITA and other tax authorities abroad.

 

The State of 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 their 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 advising and representing individuals in the process of voluntary disclosure in front of 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.

 

Barnea provides guidance to clients prior to submitting such applications and examines all of the possibilities, prepares the applications, represents taxpayers (individuals and companies) in voluntary disclosure procedures at the ITA, submits returns, signs agreements with the ITA and obtains 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.

 

Back to Tax

News and updates - Tax:


October 2, 2019

World Tax 2020 Edition

We are proud to be ranked by International Tax Review for the 2020 edition of World Tax in the general corporate tax and private clients categories.

July 31, 2019

Dramatic Decision on the Taxation of Trusts in Israel

The Tel Aviv District Court handed down a decision a few days ago rejecting the Israel Tax Authority’s (ITA) position on the conveyance of real estate properties to trusts. This decision dramatically changes the taxation of trusts in Israel.

July 28, 2019

Precedential Ruling on Taxation of Real Estate Conveyance to Trusts

Adv. Harel Perlmutter was interviewed by TheMarker following a precedential ruling by the Tel Aviv District Court, which determined that the conveyance of Israeli real estate to a trust is not a tax event. Harel noted that the ruling opens up many interesting ways to plan and manage intergenerational transfers of wealth and real estate, without tax being a negative factor and affecting the process.

 

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