Tax Adviser
Bernadette Louis joined Corporate Finance and Audit of Grant Thornton in 2003 after graduation. In 2006, she was appointed Tax Adviser and joined the Tax department where she gained extensive experience in advising private clients, companies, foundations, and family offices.
Fields of expertise
- Advice to private-equity clients and their family offices as well as asset managing companies on tax law and business matters in a national and international environment
- Advice to non-profit foundations and family foundations in tax and business matters
- Assistance for corporate clients in accounting of shares and real estate assets according to commercial and tax law
- Managing large capital investments in Germany and abroad concerning determination of taxable results
Latest Articles
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Private clients
From 2025: action required on foreign currency accounts
The rules on the taxation of profit and loss from foreign currency transactions are being changed according to the Federal Ministry of Finance Circular of May 2022. It should be assumed that starting from tax year 2025 the tax authorities are going to start looking more closely at foreign currency balances. What does this mean for investors, and what needs to be done before the end of the year?
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3 min read
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01 Dec 2024
Extinction of Exit taxation introduced
Exit taxation on shares in investment funds introduced
The German Bundestag has introduced exit taxation on investments at record speed. The Bundesrat, the upper house, didn’t ratify yet but is expected to assent to the new rules so that they might enter into force starting on 1 January 2025.
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3 min read
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18 Nov 2024
The asset management GmbH
Legal basis and practical implementation
Asset management GmbHs (companies with limited liability) are still the subject of discussion. Many asset managers, trading platforms and investment consultants talk this structure up as a “tax-saving model”. But what’s actually behind it? Let’s have a look at the law and how it’s implemented in practice.
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4 min read
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22 Oct 2024
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