Sector

Real Estate Holdings

ENFIA, short-term lets, family transfers and capital-gain modelling done before the sale.

What we see in this sector

Property work is where the decisions are made furthest in advance of their tax consequences. A transfer arranged this year determines a liability that arrives in a decade, often to somebody else.

Short-term letting has changed the picture considerably. The registration and declaration obligations are not onerous, but they are strictly enforced.

Clients in sector
76 owners and holding entities
Properties under review
Around 400
Typical engagement
Tax Advisory plus Cross-border
Sector lead
Markos Vlantis

Where it goes wrong

ENFIA exposure

Checked against what you actually own. Errors in the register are common and they are your problem to correct.

Short-term lets

Registration, income declaration, VAT position where services are provided, and the threshold at which it becomes a business.

Family transfers

Parental provision and inheritance planning modelled across the family rather than one transaction at a time.

Capital-gain modelling

Run before the sale is agreed. Afterwards it is arithmetic, not planning.

Andreas modelled three founder-salary scenarios on a Saturday after our seed round closed and explained each one in language my husband, who is not in finance, could follow.
Anna-Maria Sofianidifounder of Lyra Studio, Kolonaki

Lines we usually run here

Working in Real Estate Holdings?

Tell us what is on your desk. Thirty minutes, no fee, and a straight answer about whether we are the right firm.