Closed-end investment funds (FIZ)

Support in developing and implementing innovative structures assuming the use of domestic or foreign investment funds.

Currently, entrepreneurs obtaining profits from shares, dividends or other financial instruments have to pay a lump-sum income tax of 19%.

Our structures allow for saving the total amount of the above tax, at the same time enabling the use of tax-free funds.

We have valuable experience in implementing structures using Closed-end Investment Funds, and moreover, we cooperate on a permanent basis with one of the leading Investment Fund Companies. Mariański Group has implemented many operating schemes with the use of FIZ, among others, for the Client from the food sector, generating tax savings of PLN 3m annually, and for a company from the medical equipment sector, with annual savings in income tax of approximately PLN 15m.

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