Banking Finance

Many years of professional expertise distinguish the consultants of our group. Whether you are an investor or product provider (bank, insurance company, investment company), you will definitely profit from the excellent know-how, the close connection between science and practice as well as our interdisciplinary approach.

The spectrum of capital market products is unlimited nowadays. Depending on each case, the right tax treatment must be found for each individual form of transaction. This challenge applies to investors, whose securities portfolio should be optimized for taxation and otherwise prudently optimized, just like for banks, insurance companies and investment companies. Even as a product supplier you are confronted with regulatory and tax requirements when structuring, acquiring and distributing your products. Our support begins with tax Due Diligence and continues to ongoing tax and legal compliance. Our experts support you quickly and efficiently and provide you with concrete recommendations for action.

Our services include:

  • Consultancy of banks and insurance companies on special issues such as branch taxation, transfer pricing documentation, corporate tax, withholding tax, VAT optimization, support in the context of tax reporting
  • Consultancy of (private) banks and asset managers, trainings and regular workshops, in questions of automatic exchange of information and FATCA
  • Ongoing tax consultancy of banks and other financial institutions in the preparation of tax returns and in the context of tax compliance
  • Legal and tax consultancy and structuring of conventional and alternative funds such as real estate funds
  • Consultancy in complex audits and legal procedures

Your Expert

Blaž Pate

Tax advisor | Partner