Switzerland

Our services for banks 

German clients are our business. The German Tax & Legal Center offers particular expertise in the area of professional services and conceptual solutions for Swiss banks, family offices, financial service providers concerning to German customers. Therefore, you benefit from our close cooperation with the Swiss and German tax experts and our colleagues in all other fields.
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Services for Private Banking

In the field of Private Clients, KPMG’s German Tax & Legal Center provides a wide range of professional services and conceptual approaches for Swiss banks and financial services institutions with German clients. The focus is put on the following aspects:

 

  • German Private Client Tax Strategy
  • German Private Client Front Office
  • Family Office for German clients
  • Updates and seminars

 

For further information on our services in the field of Private Banking, please refer to our factsheet.

 

German Tax Reporting

In order to prepare their German tax returns, German clients have to declare their income and capital gains from investments held in accounts abroad, e.g. in Switzerland and in Liechtenstein. This especially applies since the introduction of the flat and final withholding tax in Germany since 1 January 2009.

  

With the German Tax & Legal Center, your personal contacts are present in Switzerland and you can benefit from a wide range of the respective experts in the field of Financial Services of KPMG in Switzerland, KPMG in Germany and our global network.

 

Hotline, German Tax & Legal Center: +41 58 249 44 44

The tax agreements of Switzerland and Liechtenstein

Teaserimage The new treaties with Germany and the United Kingdom
Switzerland has completed agreements with UK and Austria which provide proper taxation of assets held in Switzerland by investors taxable in this countries. Liechtenstein has also concluded a tax agreement with Austria. What do these agreements entail?

Self-disclosure in Germany

Self-disclosure in Germany
This checklist should provide the clients with an opportunity to prepare themselves before an initial meeting, create awareness for the topics to be discussed and sum up the history of the past 10 years. (Publication in German)

Heiko Kubaile

Heiko Kubaile

Partner, Head of German Tax & Legal Center

+41 58 249 35 10

hkubaile@kpmg.com

Further contacts

Financial Services

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We create clarity so that you can look to the future with confidence: Learn more about what we offer in the financial services industry.

One of a kind – the Double Taxation Agreement between Germany and Switzerland

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Almost no double taxation agreement contains so many specifics and deviations from the OECD model agreement as the Double Tax Treaty between Germany and Switzerland ( “DTT DE-CH”).