realty investment

Tax & Finance – Structuring, Funding and Compliance for Global Growth

Where you structure your business, how you finance your growth and how you manage tax compliance determines your success abroad. We provide integrated financial solutions that optimize your global footprint, protect your margins and unlock non-dilutive capital.

Financial Strategy That Travels Across Borders

Expanding internationally means entering new tax regimes, navigating complex funding landscapes and managing multi-jurisdictional compliance. One mistake can cost millions. Our Tax & Finance practice ensures your cross-border operations are built on solid financial foundations. From holding company structures and transfer pricing to M&A due diligence, EU grant applications and VAT compliance, we provide the expertise to keep your global business both profitable and compliant.

International Tax Planning

Design tax-efficient multinational structures that adapt to regulatory change. We help you choose optimal holding jurisdictions, manage transfer pricing and navigate BEPS requirements.

What we cover:

  • Holding company structures (Netherlands, Singapore, Malta, UAE)
  • Intellectual property migration and royalty optimization
  • Transfer pricing documentation and advanced pricing agreements
  • Permanent establishment risk mitigation
  • Tax-efficient profit repatriation

M&A Advisory

We support middle-market cross-border acquisitions (€5M–€500M) with integrated financial, tax and legal due diligence. From target screening to post-merger integration.

What we cover:

  • Target screening with country risk scoring
  • Quality of earnings reviews across multiple GAAPs
  • Purchase price allocation and deal structuring
  • Cross-border tax attribute preservation
  • Post-merger integration planning

EU Grants & Funding

We help innovative companies secure European grants, R&D tax credits and state aid. Our team includes former evaluators who understand what funding committees require.

What we cover:

  • Horizon Europe grants (€100k–€15M per project)
  • Recovery and Resilience Facility (RRF) allocations
  • National R&D tax credits (up to 50% cost recovery)
  • Innovation vouchers and regional growth funds
  • Important Project of Common European Interest (IPCEI) status

IOSS, OSS & VAT Compliance

Avoid customs delays and penalties with our VAT compliance solutions. We handle IOSS/OSS registration, EORI numbers, fiscal representation and multi-jurisdiction VAT filings.

What we cover:

  • IOSS registration for EU imports under €150
  • OSS filing for intra-EU B2C sales
  • EORI number applications
  • Fiscal representation in EU/UK
  • VAT refund and reconciliation services

WHY CHOOSE LINCOLN WEALTH FOR TAX & FINANCE

🌍 50+ Jurisdictions

Direct knowledge of local tax regimes

📊 Data-Driven

Decisions based on analysis, not intuition

⚖️ Compliance First

Structures that pass the checks

🤝 Multidisciplinary

Tax advisors, lawyers and financial advisors

💰 Funding Expertise

Access to European funds and incentives

📈 Track Record

Hundreds of operations followed

Direct & Action-Oriented

Professional & Efficient

Taking the first step toward a secure financial future can be the most daunting. This quick form is designed to make that step simple. By sharing a few details, you’ll initiate a confidential, no-obligation conversation with a dedicated Lincoln Wealth specialist. We’ll listen to your aspirations, answer your pressing questions, and help you map out a clear, confident path forward. There is no pressure, only a commitment to providing you with the clarity you deserve.

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