Main advising areas at a glance:
General tax services for financial services
- Transfer pricing: Transfer pricing reviews and advice
- M&A and restructuring: Acquisitions/sales, mergers/divisions and the reorganization of subdivisions
- Leasing: National and international leasing transactions
- Compliance work: Preparation of tax declarations and review of tax invoices and assessments; filing of objections/appeal procedures; tax enhancements in connection with the preparation of annual financial statements
- VAT advice and planning and VAT health checks
- Revenue filing: Advice regarding transactions and the implementation of system adjustments
- Tax accounting: Review and preparation of deferred tax calculations in accordance with US-GAAP, IFRS etc.; review and preparation of tax disclosures; development of tax strategies for activating loss carry-forwards
Special advisory services for banks/brokers
- Banks active at the international level: Planning and advice with regard to group structures, operating sites and international transactions
- Banks active at the national level: Advice provided to private, commercial and investment banks with regard to corporate taxes
- Custodian business: Advice with regard to stamp tax, withholding tax and foreign withholding taxes, including reclamation procedures
- Financial products: Assessment of tax management for financial products
- Equity and fixed income trading: Tax assessment of planned transactions
- Qualified intermediary advising: QI health checks and QI audits
- EU interest taxation: Advice, planning and support in the implementation of the CH-EU agreement regarding EU interest taxation in the areas of client information, employee training, system adjustments, investment structures, product classification and categorization
Special advisory services in the insurance area
- Reinsurance structures: Advice and support in the implementation of captives and other reinsurance structures
- Insurance companies active at the national and international levels: Planning and advice with regard to group structures, operating sites, international transactions, changes in residence and legal structure
- Capital gains and loss settlements: Tax planning regarding capital gains and loss settlements
- Stamp duty on insurance premiums: Advice and health checks in connection with stamp duty on insurance premiums
Special asset management advisory services
- Swiss securities funds and in-house funds: Advice in connection with the establishment of Swiss securities funds and in-house funds, as well as their reorganization
- Foreign securities funds: Advice in connection with the structuring of foreign securities funds, including evaluation of suitable investment vehicles for tax purposes
- Private equity and hedge funds: Advice in connection with the structuring of private equity and hedge funds, including evaluation of effective investment vehicles for tax purposes
- Real estate funds: Advice in connection with the structuring of real estate funds, taking into account the circle of investors and investors' legal domicile, as well as the investment legal domicile
- Fund management structures: Advice in connection with the establishment of fund management structures which are effective for tax purposes EU interest taxation: Advice in connection with the consequences of
- EU interest taxation for investment vehicles Funds investors: Advice in connection with the tax consequences of fund investments made by all kinds of investors with differing legal domiciles, including the reclamation of withholding taxes
