Tax planning is an important part of our wealth management service. We work with you to form a comprehensive picture of your current situation and your future goals.

Tax services include personal taxation advice, family and company tax planning and inheritance and gift tax planning.

You can turn to us for everything related to tax declarations, tax planning for investments, gifting assets, business acquisitions, business succession planning, preliminary ruling requests, asset protection (e.g. wills and trustees), investment insurance, estate inventories and anything else related to taxation or legal services.

We will do a background analysis at no extra charge for customers whose investment assets exceed €500,000.

In investment insurance, we operate as representatives of Swiss Life and Henki-Fennia. 

Our experts

Ville-Matti Lindgren

Ville-Matti Lindgren

Tax Advisor, Wealth Planning
Tax Services
Helsinki
+358 44 970 2557
Karin Kandelin

Karin Kandelin

Tax Advisor, Wealth Planning
Tax Services
Helsinki
+358 45 7734 9460
Pasi Nevalainen

Pasi Nevalainen

Advisor, Wealth Planning
Tax Services
Helsinki
+358 45 7734 9461