You don’t need a perfect file to come in: we take stock together. But a few documents make the analysis more precise.
Useful to bring (if you have them)
- Your salary or pension certificates.
- Your interest certificates (home loan) and insurance certificates.
- Any supporting documents for deductible charges.
- Your current insurance policies.
- For cross-border workers: information on your household income (useful for calculating the 90% threshold).
No need to worry
If a document is missing, it’s not a blocker: we tell you what to complete. The aim of the first appointment is to understand your situation and map out the next steps.
Next
Based on this information, we identify the relevant levers and explain, transparently, what can be put in place.
General information, subject to legal and contractual conditions and your personal situation; to be confirmed with the ACD (Luxembourg tax authority) or a qualified professional.