Our Services to Non-Dom Tax Regime clients
As real estate consultants, we can provide a range of services to assist clients interested in taking advantage of Greece's "non-dom" tax regime. Here’s how we can add value at each stage of the process:
1. Initial Consultation and Education
- Advisory Services: Educate clients about the benefits and requirements of the Greek "non-dom" tax regime, including the specific real estate investment requirements.
- Personalized Consultations: Offer one-on-one consultations to assess the client's eligibility and discuss the most suitable investment options tailored to their needs and financial situation.
2. Property Search and Acquisition
- Property Sourcing: Help clients identify and source qualifying real estate investments, such as luxury homes, commercial properties, or land for development, that meet the minimum €500,000 investment requirement.
- Due Diligence: Conduct thorough due diligence on potential properties, including legal checks, valuation, and title searches, to ensure compliance with Greek laws and the non-dom regime requirements.
- Negotiation and Purchase: Assist in negotiating favorable terms and facilitating the purchase of property, ensuring a smooth transaction process.
3. Investment Strategy Development
- Investment Planning: Develop a tailored real estate investment strategy that aligns with the client's goals, whether for personal use, rental income, or long-term capital appreciation.
- Portfolio Management: For clients looking to invest in multiple properties, offer services to manage and optimize their real estate portfolio.
4. Legal and Regulatory Assistance
- Legal Coordination: Coordinate with legal professionals to handle the legal aspects of the property acquisition, including contract drafting and ensuring compliance with Greek real estate and tax laws.
- Tax Compliance Support: Work with tax advisors to ensure that the client's investment is structured to maximize the benefits of the non-dom regime, including proper documentation and filing with Greek tax authorities.
5. Property Management and Maintenance
- Property Management Services: Offer property management services, including tenant management, maintenance, and upkeep, to ensure the client's investment remains in good condition and continues to generate income if rented out.
- Renovation and Development: For clients interested in development projects, provide project management services for renovations, new builds, or improvements to increase the property's value.
6. Ongoing Support and Compliance
- Annual Review and Reporting: Assist clients with the ongoing requirements of the non-dom regime, including annual reporting, tax payments, and ensuring continued compliance with the investment criteria.
- Exit Strategies: Advise clients on exit strategies, whether they wish to sell their property, re-invest, or terminate their non-dom status.
7. Relocation and Lifestyle Services
- Relocation Assistance: Provide relocation services, including finding suitable residential properties, helping with settling into the new environment, and connecting clients with local services.
- Concierge Services: Offer high-end concierge services, such as arranging property viewings, managing travel logistics, and providing introductions to local luxury services and amenities.
By offering these comprehensive services, you can position your consultancy as a one-stop shop for high-net-worth individuals looking to leverage Greece’s "non-dom" tax regime, making the process seamless and attractive.