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Tax

Knowing what counts

The financial services industry is both complex and fast moving, thus imposing many challenges on the financial service community. Banks, insurance companies, brokers and asset managers alike all have to meet different regulatory obligations as well as the requirements of volatile capital markets. Proactive tax advice supported by efficient tax compliance and tax accounting processes play a key part in meeting those challenges.

Our specialist financial services team provides deep technical advice on complex issues, delivering highly innovative solutions to suit the particular needs of our clients. Through our global network of professionals, we are able to give support in international strategies of financial products regarding the possible tax consequences - as requested by the global capital and financial markets!

We advise on all aspects of financial services tax planning, including:

  • International tax advisory services, both in- and outbound;
  • Tax effective structuring of investment funds, financial products and real estate transactions;
  • Assistance in developing tax effective strategies for financing and capital transactions;
  • Tax consulting in Swiss withholding tax and stamp duty issues;
  • Tax assistance in private equity transactions;
  • Transfer pricing services and APA support;
  • Tax accounting and tax management;
  • Tax consulting in connection with the Swiss-EU savings agreement;
  • Tax compliance and tax consulting regarding the US Qualified Intermediary scheme;
  • Tax consulting in connection with the US FATCA regime

Our financial services tax offering

  • Corporate tax
    We can work with you to put in place sustainable tax solutions that are aligned with your wider business agenda and strategy
  • Domestic tax advisory
    We assist taxpayers in keeping the administrative burden low while being compliant with tax rules and regulations
  • Global employer services
    We can assist in all aspects of global mobility, covering HR, social security, tax, and immigration issues as well as help you develop appropriate and tax effective compensation packages
  • Indirect tax
    Our indirect tax practice has been designed with your needs, challenges and opportunities in mind
  • Mergers & Acquisitions
    We help guide our clients through all phases of the transaction process in order to mitigate tax risks and to identify tax opportunities
  • Relocation services
    We offer a holistic approach to assist companies and employees relocating to Switzerland, supporting your needs in areas including corporate tax, immigration, personal income and social security taxes
  • Tax accounting
    Our tax accounting services have been developed to meet the demands of this new and more exacting era for tax reporting
  • Transfer pricing
    Our transfer pricing team can meet your needs by reviewing existing transfer pricing arrangements, planning and implementing work associated with new transfer pricing structures and/or modifications to existing arrangements

Contact us

  • Join our team
  • Submit a request for proposal
  • Contact us

Key contact

  • Annemarie Rüegger
    Director, Tax
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