Private Tax Desk
Navigating Greek tax residency requires more than administrative processing—it demands rigorous cross-border financial strategy. From high-impact tax strategy consultations and worldwide tax reporting to Article 5C 50% exemptions and Articles 5A/5B Non-Dom regimes, Vectis delivers tailored tax guidance, wealth disclosure analysis, and long-term compliance support for private clients, foreign investors, and expats relocating to Greece.
Private Tax Desk
Navigating the interaction between international wealth, foreign assets, and the Independent Authority for Public Revenue (AADE) demands discreet, specialized tax governance. We provide high-level cross-border strategy, tax representation, and administrative handling for non-residents and individuals relocating to Greece.
Discreet Tax Disclosures & Filings: Preparation of annual income tax returns (Form E1), real estate ownership ledgers (Form E9), foreign asset declarations, and Common Reporting Standard (CRS / AEOI) global tax transparent reporting.
AADE Tax Residency Transfers & Deregistration: Execution of formal tax status migration to the Foreign Tax Office (ΔΟΥ Κατοίκων Εξωτερικού), including M7 registry applications, tax residency certificate verification, and Double Taxation Treaty (DTT) non-residence filings.
Statutory Article 5 Tax Incentives:
Article 5A (Non-Dom Investors): €100,000 annual flat-tax structuring on worldwide income for high-net-worth investors making a minimum €500,000 capital investment in Greece.
Article 5B (Foreign Pensioners): 7% flat income tax regime on foreign pensions and overseas investment revenues.
Article 5C (Relocating Executives & Digital Nomads): 50% income tax exemption on active employment and sole proprietorship income for up to 7 tax years.
AFM & AADE Representation (Φορολογικός Εκπρόσωπος): Issuance of Greek Tax Identification Numbers (AFM), official digital TAXISnet credentialing via myAADElive, and full legal tax representative representation for non-resident property owners, foreign executives, and cross-border heirs.
Key Operational Additions Included:
- Consultations & Strategy: Pre-relocation diagnostic calls, DTT treaty mapping, and structural cross-border planning.
- Reporting Deliverables: Custom Tax Diagnostic Reports, Form E1 (Annual Income Tax Return), Form E2 (Rental Income), Form E9 (Real Estate Asset Declaration).
- Regimes Explicitly Named: Article 5C (50% Tax Discount), Article 5A (HNWI €100k Flat Tax), Article 5B (Pensioner 7% Flat Tax).
- Regulatory Compliance: AADE Foreign Tax Office (ΔΟΥ Κατοίκων Εξωτερικού), AFM Tax ID setup, and CRS/AEOI cross-border wealth disclosures.
