Insights · Legislative updates

Insights on tax & law, kept current.

In-depth analysis on Romanian and international taxation, ANAF disputes, white-collar defence, wealth structuring and cross-border succession — written for an international audience. Practical, source-based, kept current.

Index

Forty analyses, filtered by field.

The full set of English-language analyses. Choose a field to narrow the list.

Romanian Tax Residence in 2026: When You Stay Taxable

18 July 2026

Leaving Romania does not move your taxes automatically. Residence criteria, the departure questionnaire, dual residence and how ANAF checks in 2026.

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Romania's Double Tax Treaties: How They Work

18 July 2026

How Romania's double taxation treaties work: residence certificate, source rates, ordinary credit, beneficial owner, the PPT and the mutual agreement procedure.

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Remote Work From Romania: Where the Taxes Are

18 July 2026

Working remotely from Romania for a foreign employer: income tax, social contributions, the A1 certificate, the digital nomad visa and VAT for freelancers.

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Declaring Foreign Income in Romania (2026)

18 July 2026

Foreign dividends, interest and capital gains: how a Romanian resident declares them in the annual return, the foreign tax credit, CASS thresholds and losses.

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Property Abroad: What You Owe in Romania

18 July 2026

Property abroad and Romanian tax: foreign rent, credit vs exemption, the sale taxed on price not gain, CASS thresholds and how ANAF learns via DAC1 and DAC7.

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Relocating a Company from Romania: Exit Tax & Substance

18 July 2026

Moving your Romanian company abroad? Place of effective management, 16% exit tax, CFC rules and real substance — what works legally in 2026 and what fails.

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DAC6 in Romania: Reportable Cross-Border Arrangements

18 July 2026

The A–E hallmarks, the main benefit test, who reports and when the duty shifts to you. The 30-day deadline and penalties under Romanian tax procedure.

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Trust vs Romanian fiducia: what each one protects

18 July 2026

The common-law trust and the Romanian fiducia (arts. 773-791 Civil Code): why the fiducia cannot pass wealth to children, and when each structure is used.

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Recognising a foreign trust in Romania: what applies

18 July 2026

Romania is not party to the 1985 Hague Convention. How Romanian law treats a foreign trust, what a resident beneficiary declares, and why the reserve holds.

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Family foundations: the continental alternative to trust

18 July 2026

Liechtenstein Stiftung, Dutch STAK, Panama foundation: what a family foundation offers a Romanian resident, and what it cannot change for assets in Romania.

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Taxing a trust or foundation for a Romanian resident

18 July 2026

How a Romanian resident is taxed as settlor, beneficiary and on the structure itself: the 10% and 70% rates, CFC rules, effective management and CRS.

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Cross-border succession: one law for assets in many states

18 July 2026

The EU Succession Regulation 650/2012: one law for your whole estate, professio juris, forced heirship, and the US estate-tax trap for foreign heirs.

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Forced Heirship in Romania: the Limit No Structure Evades

18 July 2026

Romania's forced heirship (rezerva succesorală, art. 1086-1092 Civil Code): who the reserved heirs are, how much they take, and why no trust or gift escapes it.

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European Certificate of Succession: What It Is For

18 July 2026

The European Certificate of Succession (art. 62+ Reg. 650/2012): what it proves, who issues it in Romania, its effects and the six-month validity trap.

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Offshore in 2026: Economic Substance or Nothing

18 July 2026

What remains legal in offshore structures after BEPS, ATAD and CRS. The tests applied in 2026, what fails systematically, and when a structure works.

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Romanian or Foreign Holding: Real Selection Criteria

18 July 2026

The Romanian holding regime in 2026, what Dutch, Cypriot, Luxembourg or Maltese holdings still offer, and the criteria that really decide the choice.

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UAE Corporate Tax: What's Left of "Zero Tax"

18 July 2026

UAE corporate tax, the free-zone regime, tax residence and the Romania–UAE treaty. What it means, concretely, for a Romanian with a company in Dubai.

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Estonia's Distribution Tax: Does It Beat a Romanian SRL?

18 July 2026

The Estonian model is deferral, not zero tax. The real 2026 rates, what e-Residency does not do, and the honest arithmetic against a Romanian SRL.

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EU & OECD Non-Cooperative Jurisdictions: Real Effects

18 July 2026

The EU list of non-cooperative jurisdictions after the February 2026 update, its real tax effects in Romania and the myth of the 50% withholding rate.

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Economic Substance: Office, Staff, Decisions

18 July 2026

Economic substance is not an address and a nominal director. What tax authorities check, which evidence counts, and what ANAF does when substance is missing.

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CFC Rules in Romania: Taxing the Foreign Company

18 July 2026

Romania's CFC rules (art. 40⁵ Fiscal Code): who is caught, which income is attributed, the substance exception and why individuals fall outside them.

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Beneficial Owner: the Test That Decides

18 July 2026

Beneficial owner for tax vs UBO for AML: what the Danish cases settled, how ANAF denies withholding relief, and how the right to dispose of income is proved.

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Place of Effective Management & Romanian Tax Residence

18 July 2026

How the place of effective management makes a foreign company Romanian tax resident on worldwide profit — the statutory test, the evidence and the defence.

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The UBO Register in Romania: What Is Actually Visible

18 July 2026

Who is a beneficial owner, when the UBO declaration is filed, what CJEU C-37/20 changed for public access, and what the 2024 EU AML package brings by 2027.

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Transfer Pricing File in Romania: Who Must Comply

18 July 2026

Who must prepare Romania's transfer-pricing documentation file under OPANAF 828/2026, the per-transaction thresholds, filing deadlines and audit risks.

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Transfer Pricing Methods, Explained Without Jargon

18 July 2026

The five transfer-pricing methods — CUP, resale price, cost plus, TNMM, profit split — with examples, how the method is chosen and what ANAF checks.

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ANAF Transfer-Pricing Adjustments: The Big Numbers

18 July 2026

How transfer-pricing adjustments arise, why ANAF adjusts to the median, how double taxation is eliminated through MAP, and how the position is defended.

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Management Fees & Intra-Group Services at Audit

18 July 2026

Why management fees are ANAF's favourite target, the OECD two-step test, shareholder activities, the documentation that saves the deduction, and fatal errors.

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Intra-Group Loans: Arm's Length Interest & Risks

18 July 2026

Interest on a loan from the parent must be arm's length. The transfer-pricing test, the ATAD deductibility cap and the non-deductible portion, explained.

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The Benchmarking Study: What ANAF Tests at Audit

18 July 2026

The benchmarking study is the core of the transfer-pricing file: comparable selection, the interquartile range and why ANAF adjusts to the median.

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No Transfer Pricing File: The Real Exposure

18 July 2026

Without a transfer-pricing file, ANAF estimates ex officio and adjusts to the median. The fine is the small part; the estimate is the real problem.

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Advance Pricing Agreement (APA): When It Pays

18 July 2026

An advance pricing agreement blocks adjustment on covered transactions: when it pays, the types, procedure and cost, under OPANAF 827/2026 with roll-back.

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Transfer Pricing Audits: Defending the Group

18 July 2026

How the group is defended when ANAF targets intra-group transactions: lines of defence, what the inspector attacks, the draft-report reply and MAP.

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Transfer Pricing for Small Group Subsidiaries

18 July 2026

Too small for transfer pricing? A myth. The duty comes from association, not size: a small subsidiary's risks and the minimum documentation it needs.

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Transfer-Pricing Expertise: Where the Adjustment Is Set

18 July 2026

Transfer-pricing adjustments can reach millions. How a party-appointed tax expert challenges the method, comparables and benchmarking under OPANAF 828/2026.

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Foreign Accounts & Income: CRS Reporting to ANAF

18 July 2026

How your foreign accounts and income reach ANAF automatically through CRS/DAC2 — what Romanian residents must declare, and how to regularise before an audit.

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ANAF Antifraud Can Now Tax Unexplained Wealth at 70%

18 July 2026

From 6 July 2026, ANAF Antifraud inspectors can run personal wealth checks and issue assessments directly — including the 70% tax on unjustified income.

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Tax Due Diligence: the Hidden Risks in an Acquisition

18 July 2026

What tax due diligence uncovers before a Romanian acquisition: hidden liabilities, transfer-pricing adjustments, VAT, joint liability. Share vs asset deal.

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The Family Holding: a Structure That Survives Audit

18 July 2026

How a family holding isolates business risk, the tax exemptions it offers in 2026, what it can never do, and the errors that turn it into a vulnerability.

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Separating Personal Wealth From Business Risk

18 July 2026

An SRL does not protect your personal wealth as much as you think. The four real breaches, the principles of separation, and what can still be done legally.

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These analyses are informational and do not constitute legal or tax advice.