When reporting, tax reclaim and product structuring need to run in parallel, robust processes are essential.
We help banks, asset managers and fund management companies to implement tax requirements in a way that works for them. From structuring tax-efficient financial products and fulfilling international reporting obligations to reclaiming withholding taxes, we can assist you with a clear understanding of your internal interfaces. Our aim is to minimise risks and integrate tax obligations as efficiently as possible.
Our services
- Designing efficient structures for investment companies and funds
- Income tax reporting for Swiss investors
- Tax optimisation of withholding tax and securities transfer tax
- Ensuring tax-efficient financial and investment structures
- Tax-optimised issuance of bonds
- Cash pooling and finance branch concepts
- Avoiding tax risks in financial transactions
- General tax administration (drawing up tax returns, etc.)
- Claiming refunds of Swiss and foreign withholding tax
- Advice on and implementationg of joint reporting standards
- Tax administration
