Financial Markets Tax Expertise

Our service offerings cover a broad range of tax expertise relevant for financial market clients with a nexus to Switzerland.

Funds and Hedge Funds

• Planning of tax efficient structures for funds, hedge funds and single investor funds
• Investor tax reporting solutions for single funds and fund-of-funds

Financial Products

• Optimization strategies for withholding tax and stamp duty on financial products
• Analysis of and recommendation on preferable tax repatriation or exit techniques for domestic and foreign investors

Financial Engineering

• Group financing solutions such as advice on bond issuance, cash pooling, finance entity concepts
• Financial transaction consulting and tax reduction ideas

Compliance

• General tax compliance services for financial markets clients
• Active support on reclaim applications for local and foreign withholding taxes
• Preparing tax qualification documents such as US W8-BEN applications

Information Exchange

• Consulting and implementation guidance on OECD common reporting standard / Automatic Exchange of Information