Structuring your Greek investment for maximum tax efficiency — from non-dom regimes to lump-sum taxation and cross-border wealth planning.
Beyond the Golden Visa itself, Greece has introduced a series of preferential tax regimes designed to attract high-net-worth individuals and foreign retirees. These include a non-domicile flat-tax regime, a lump-sum tax for foreign pensioners, and favourable treatment of foreign-source income for new tax residents.
Saint Law Firm works alongside specialist tax advisors to ensure your investment structure, tax residency status, and wealth holdings are optimised from the outset — preventing costly errors that are difficult to unwind once residency is established.
Greece's Article 5A regime allows qualifying new tax residents to pay a flat annual tax of €100,000 on all foreign-source income, regardless of amount. We assess eligibility and manage the application process.
Foreign retirees who transfer their tax residence to Greece may qualify for a flat 7% annual tax rate on all foreign-source pension and retirement income. We advise on the conditions, treaty implications, and application procedure.
We advise on the most tax-efficient ownership structure for your qualifying property — individual, joint, or through a corporate entity — factoring in transfer tax, ENFIA, rental income tax, and eventual capital gains exposure.
We coordinate the transfer of tax residency to Greece where beneficial — managing the Greek tax registration process, advising on treaty positions with your home country, and structuring the transition to minimise double-taxation exposure.
For clients with assets across multiple jurisdictions, we coordinate with international advisors to review holding structures, trust arrangements, and company ownership in light of Greek tax residency — ensuring global compliance.
We coordinate ongoing Greek personal and property tax filing obligations — annual income tax returns, ENFIA declarations, and any reporting requirements arising from the non-dom or lump-sum regimes.
We bridge the gap between immigration law and tax planning — a gap where costly mistakes are often made. Our approach ensures your visa structure and tax structure are always aligned.
We work with a curated network of Greek tax lawyers and international advisors who specialise in cross-border residency matters — not generalist accountants unfamiliar with Golden Visa nuances.
We advise clients before they relocate or make their investment — identifying tax exposures and opportunities in their home country that need to be addressed before Greek residency is established.
Not every investor qualifies for every regime. We conduct a thorough eligibility analysis upfront — so you know precisely which benefits you can access and how to structure your affairs to qualify.
A 30-minute tax planning consultation can save years of unnecessary liability.