Luxembourg as a Safe Investment Hub
On Thursday, 29 May 2025, the Embassy of the Grand Duchy of Luxembourg in Warsaw hosted an exclusive event dedicated to wealth protection strategies, tax planning, and investment opportunities through Luxembourg. The event was organised by the Luxembourg-Poland Chamber of Commerce (LPCC) in collaboration with corporate members – CA Indosuez Wealth Management, a banking subsidiary of Crédit Agricole S.A., and Domański Zakrzewski Palinka (DZP), the largest independent Polish law firm; it brought together leading experts in wealth management and international investment structures.
The participants were welcomed by His Excellency Paul Schmit, Ambassador of the Grand Duchy of Luxembourg to Poland, and Józef Palinka, Partner at DZP. The experts – Joanna Wierzejska (DZP), Andrzej Ząbek (CA Indosuez), Piotr Parzyszek (DZP) and Filip Suchta (Q Securities) – presented various perspectives on the use of Luxembourg investment structures.
Poland Investors Explore Luxembourg Wealth Management Solutions
Attendees explored the growing trend of Polish investors, both private and institutional, considering Luxembourg as their preferred jurisdiction for wealth management and succession planning. The experts highlighted Luxembourg’s regulatory stability, availability of advanced legal vehicles, and predictability of the tax system as key factors driving this increased interest. The discussions covered various perspectives on Luxembourg investment structures, from regulatory and tax considerations to practical implementations with Polish investor participation.
Key Investment Strategies and Tax Planning Insights
Key topics addressed included the advantages of investing in Luxembourg, comprehensive overview of the legal and tax environment, and wealth management strategies using Luxembourg structures. The experts examined tax implications for Polish investors, including the tax status of Luxembourg companies and dividend taxation in Poland. Particular attention was given to family foundations and holding companies as investment vehicles, with detailed analysis of SCSp (Special Limited Partnership) structures and their tax implications.
The panel discussion featured practical case studies of implemented investment structures, addressing the challenges and solutions related to CFC (Controlled Foreign Company) regulations and their impact on private investment funds. The experts also discussed PSFs (Professional Support Service) as viable alternatives to family offices, and highlighted benefits from recent EU Court of Justice rulings that equalize taxation principles for foreign and Polish funds.
The event confirmed strong interest from the Polish market in Luxembourg’s stable and predictable investment solutions, with active participation during discussions demonstrating the jurisdiction’s continued importance as a benchmark for international wealth structuring.
Following the expert presentations and Q&A session, participants engaged in networking opportunities during a lunch reception, fostering connections and potential future collaborations within the wealth management sector.
If you found value in this event and want to be part of our growing community, we warmly invite you to connect with us. Reach out to info@lpcc.lu — we look forward to hearing from you!
