Step by step

01

The first step in legal and tax support is conducting a detailed **due diligence** of the property. This process ensures that the buyer is fully aware of any potential legal or financial risks associated with the transaction.
**Checking for Encumbrances and Rights of Third Parties**:
We perform a thorough investigation to identify any encumbrances such as mortgages, liens, easements, or other third-party rights that could limit the buyer's control or ownership of the property. This ensures that the property is free from hidden claims or legal disputes.
**Title Documents Analysis**:
A key part of the process is reviewing the title documents, which confirm the seller’s ownership of the property and any past transfers of ownership. We check for potential issues like incomplete chains of title, errors in registration, or any restrictions that might affect the purchase.

02

Proper documentation is critical for securing a real estate transaction. We ensure that all contracts are legally sound and protect the client's interests.
**Preparation and Verification of Contracts**:
We draft and review all necessary agreements, such as the **sale and purchase agreement**, preliminary agreements, and any additional documents required by the buyer or seller. This ensures that the terms of the deal are clear, fair, and legally binding.

- **Customization of Contracts**:
Each real estate transaction is unique, and we tailor the contract terms to reflect the specific requirements of the deal. This could include customized clauses to address potential contingencies (e.g., delayed payments or completion of renovations).

- **Risk Mitigation**:
We include essential provisions to minimize legal risks, such as warranties and representations from the seller, detailed descriptions of the property, timelines for the transfer of ownership, and dispute resolution mechanisms.

03

Effective tax management is crucial in real estate transactions, as taxes can significantly impact the overall cost of the purchase. Our tax support ensures that clients are fully aware of their tax liabilities and take advantage of any available opportunities to optimize their tax obligations.

- **Tax Planning**:
We analyze the financial structure of the deal to determine the most tax-efficient strategy, considering factors such as property type, location, and the buyer’s financial profile. For example, we may advise on the use of certain corporate structures to minimize capital gains or transaction taxes.

- **Consulting on Applicable Taxes**:
We provide detailed advice on the taxes involved in the purchase, including **property taxes, transfer taxes, capital gains taxes**, and **income taxes** (if rental income is involved). This helps clients understand their financial obligations at each stage of the transaction.

- **Tax Reporting**:
We assist in preparing and filing necessary tax reports related to the real estate transaction. This includes ensuring that any tax returns related to the purchase, ownership, or eventual sale of the property comply with local tax laws.

04

We assist in handling financial transactions related to the purchase to ensure that payments are accurate, transparent, and secure.

- **Management of Purchase Funds**:
We help structure the financial settlement, ensuring that the buyer’s funds are securely transferred through appropriate channels. This often involves coordinating with banks, escrow agents, or notaries to handle the release of funds at the correct time, typically upon completion of specific contractual conditions.

- **Calculation of Taxes and Fees**:
We provide detailed breakdowns of the taxes and fees associated with the transaction, including government registration fees, notary fees, and any other closing costs. This ensures that the buyer is aware of the full financial picture before completing the deal.

05

One of the final steps in the real estate transaction is ensuring that the buyer’s ownership rights are legally recognized.

- **Ownership Registration**:
We manage the entire registration process, including preparing the required documents for submission to government authorities. This guarantees that the buyer's title to the property is properly recorded in public registers, confirming their legal ownership.

- **Coordination with Authorities**:
Our legal team coordinates with the relevant government bodies to handle any issues that may arise during the registration process, ensuring that it is completed without delays or complications.

06

After the purchase, we help the client structure their ownership in a way that minimizes ongoing tax liabilities and maximizes financial benefits.

- **Post-Purchase Tax Optimization**:
We advise on strategies to reduce ongoing tax liabilities, such as property tax reduction programs, deducting allowable expenses (e.g., interest on loans or property management costs), and utilizing favorable depreciation rules for investment properties.

- **Estate and Inheritance Tax Planning**:
For high-value real estate purchases, we also provide consulting on long-term tax optimization strategies, such as planning for inheritance or capital gains taxes, ensuring that the property can be passed down or sold in the most tax-efficient manner.

Through our comprehensive legal and tax support, we guide clients through every aspect of their real estate transaction, ensuring compliance with legal standards, financial efficiency, and optimal tax outcomes. This not only protects the buyer’s interests but also streamlines the process, minimizing risks and reducing overall costs.