The Changing Role of Professional Privileges in European Tax Law - Intertax View The Changing Role of Professional Privileges in European Tax Law by - Intertax The Changing Role of Professional Privileges in European Tax Law 53 11

This article examines the evolving scope of professional privileges (PPs) in EU tax law and focuses on recent judgments by the Court of Justice of the European Union (CJEU), most notably C-623/22 Belgian Association of Tax Lawyers and C-432/23 F SCS, both rendered in 2024. These can be considered as a continuation of the C-694/20 C-694/20 Orde van Vlaamse case that was decided in 2022. The CJEU’s decisions address the tension between the state’s need for information disclosure – specifically in the context of preventing tax evasion and avoiding aggressive tax planning – and taxpayers’ fundamental rights, particularly the right to legal advice and legal professional privilege (LPP). This right is essential for the proper functioning of society as it allows individuals to seek professional advice without fear of disclosure. The article explores the balance that the CJEU had to find between these competing interests in light of EU legal instruments governing the exchange of information (EoI) and mandatory disclosure rules (MDR). Through a critical assessment of recent case law, the article highlights key lessons and provides insights into the scope of various PPs in the area of EU tax law shaped by the CJEU’s gavel.

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