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KEY QUESTIONS RAISED BY THE POLISH FAMILY FOUNDATION

The Polish Family Foundation has not yet entered into force (this will happen in May 2023) but is already very popular. Moreover, it contributes to increasing activity and taking actions aimed at planning succession. In particular, entrepreneurs running family businesses are trying to explore new opportunities. Read the answers to the most frequently asked questions […]

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KEY QUESTIONS RAISED BY THE POLISH FAMILY FOUNDATION
THE REGISTER OF BENEFICIARIES IN ITS CURRENT FORM IS ILLEGAL

From the register to abduction? The courtroom of the EU Court of Justice witnessed an interesting battle. Beneficiaries of Luxembourg companies argued that unrestricted access to the register of beneficiaries not only violates the provisions on the protection of personal data, but above all may expose them to kidnapping, blackmail, extortion, violence or intimidation. The […]

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THE REGISTER OF BENEFICIARIES IN ITS CURRENT FORM IS ILLEGAL
Alternative Investment Fund of the Year 2023

An alternative investment fund is one of the investment structures provided for by Polish law. This is a solution enjoying unflagging popularity for several years. Concurrently, tax regulations in Poland are still in flux. This also applies to AIF, although in this case they continue to be beneficial. For this reason, in this material we […]

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ALTERNATIVE INVESTMENT FUND OF THE YEAR 2023
INVESTMENT FUNDS IN THE NETHERLANDS – ABC OF SETTING UP OF AIF

The topic of Dutch investment funds returns like a boomerang. The issues of greater accessibility for foreign investors and funds wishing to invest capital outside the EU region, as well as the mere fact of the reputation of the Netherlands as a stable jurisdiction in terms of investment-friendly legislation, are certainly factors of great interest. […]

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INVESTMENT FUNDS IN THE NETHERLANDS – ABC OF SETTING UP OF AIF
CAN AN ALTERNATIVE INVESTMENT FUND SERVE THE PURPOSES OF PRIVATE INVESTMENTS?

My observations and those of the team point to the conclusion that the tax preferences offered by an alternative investment fund (AIF) often encourage investors to use it in order to manage their own investment portfolio, for the purposes of, one could say, private nature. The statutory purpose of AIF, in turn, is “to collect […]

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CAN AN ALTERNATIVE INVESTMENT FUND SERVE THE PURPOSES OF PRIVATE INVESTMENTS?
M&A – TRANSACTION TRIVIA IN MERGERS & ACQUISITIONS 

In this text, I endeavour to showcase some sensitive elements of M&A transactions, which in practice pose a number of difficulties. I point out why it is important not to establish safety guidelines blindly based on the “the more the better” principle. How is the course of an M&A transaction affected by retaining the founder/seller […]

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M&A - TRANSACTION TRIVIA IN MERGERS & ACQUISITIONS
INVESTORS’ Q&A ABOUT THE ALTERNATIVE INVESTMENT FUNDS 

The Alternative Investment Funds (AIF) has become extremely popular among investors. The lack of burdensome reporting obligations with regard to the Polish Financial Supervision Authority (PFSA), simple handling and tax preferences make AIF a great alternative to overly expensive and strictly regulated investment funds. What do investors most often ask about in the context of AIF? We conduct several […]

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WHAT DO INVESTORS MOST OFTEN ASK ABOUT IN THE CONTEXT OF AIF (ALTERNATIVE INVESTMENT FUNDS)?
ALTERNATIVE INVESTMENT FUNDS (AIFs) IN PRACTICE

We have written at length about Alternative Investment Funds in our blog. On how they compare  with closed-end funds (the ever popular FIZs), as well as the process of registering an AIF with the Registry of AIF Managers administered by the Polish Financial Supervision Authority, about the practical aspects of running an AIF, along with the reporting and information obligations. On this […]

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ALTERNATIVE INVESTMENT FUNDS (ASIs) AND WHAT TO EXPECT FROM THE SUCCESSOR OF CLOSED-END INVESTEMENT FUNDS (FIZs)
TURNKEY REORGANISATION – HOW TO PREPARE A BUSINESS FOR INTERNATIONAL EXPANSION

The pandemic has shown that Polish entrepreneurs are increasingly open to expanding their activities abroad. They primarily focus on mobilisation and taking on new challenges, such as business expansion into foreign markets. We have seen an increase in the number of projects aimed at scaling up businesses. In this article, we will outline what such […]

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TURNKEY REORGANISATION – HOW TO PREPARE A BUSINESS FOR INTERNATIONAL EXPANSION
AIFs (ALTERNATIVE INVESTMENT FUNDS) LEAD THE WAY ON THE POLISH CAPITAL MARKET

The popularity of alternative investment funds has been growing uninterruptedly. It has become clear that investors, looking for opportunities to grow their assets using optimal investment instruments, have already seen how efficient AIFs are. Regulatory easing, high flexibility and preferential taxes encourage investors to choose this vehicle for their investment activities. In 2021, as compared […]

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ASIs Alternative Investment Funds Lead the way on the polish capital market
REDOMICILIATION, OR HOW TO MOVE A BUSINESS TO ANOTHER COUNTRY

May you live in interesting times! This old (supposedly Chinese) curse can undoubtedly apply to our times. The changing international order, the pandemic and the associated growth of debt, which will undoubtedly increase (or rather, is has already increased) fiscalism, have made many of our clients interested in the possibility of changing the location of […]

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REDOMICILIATION, OR HOW TO MOVE A BUSINESS TO ANOTHER COUNTRY
AM I REALLY SAVING MYSELF MONEY? TODAY I WILL SAVE 100 PLN TO LOSE 1000 PLN TOMORROW

The habit of ‘saving’ money on specialist services has a fully quantifiable (negative) effect, we have seen this in practice. Examples? It is important to note that being aware of expenditure and trying to limit costs is completely understandable and admirable. This trend is especially reinforced in the case of intangible services, where we do […]

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Profesjonalny Prawnik oszczędź pieniądze
BEHIND THE SCENES OF AN M&A TRANSACTION: COULD SOMEONE GIVE ME A MANUAL!

Many years of experience in handling merger and acquisition transactions, has leads us to a conclusion that the role of a lawyer – coordinator is quite a challenge! Legal support of an M&A transactions does not consist only of a meticulous preparation of the transaction documents, but also (and mostly) of providing the client with […]

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Kancelaria prawo i podatki międzynarodowe. Zakładanie i prowadzenie Alternatywnej Spółki Inwestycyjnej, Reorganizacja Struktury Firmy, Ulgi Podatkowe w Praktyce, Wealth Management, Sukcesja, Fundacja Rodzinna
M&A PROCESSES IN PRACTICE: WHAT CAN GO WRONG

It is safe to say that divergence of the parties’ interests is hardwired into M&A processes. With that in mind, establishing a security for repayment is (or should be) an important factor to account for during transaction negotiations. I am not going to describe the civil law institutions or tools designed to establish various forms […]

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Kancelaria prawo i podatki międzynarodowe. Procesy Fuzji i Przejęć M&A, Transakcje międzynarodowe

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