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.

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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