Financial Services Tax

Financial Services Tax

Banks, brokers, insurers and investment managers all require specific tax advice. We know what you as a financial service provider need.

Banks, brokers, insurers and investment managers all require specific tax advice.

Financial services institutions are ever more exposed to the challenges of today’s complex tax environment. Successfully navigating the challenges in this environment requires custom-made tax advisory solutions.

Our interdisciplinary team possesses the required knowledge of national and international taxes and a profound understanding of today’s business and regulatory environment. We can assist you with a wide range of topics and have extensive experience in advising financial services institutions, including banks, dealers/brokers, asset managers, fund administrators, insurance companies, trust companies, pension funds, financing/leasing companies, and trading companies. Our team is dedicated to serve clients in all of Switzerland and internationally and has offices in Zurich and Geneva. 

KPMG's expertise

FS Tax Compliance: 
We assist our clients with all aspects of tax compliance, comprising Swiss corporate tax, withholding tax, VAT, stamp tax and other Swiss taxes, from the preparation of the tax return to the dealings with the tax authorities. 

FS Tax Advisory Services: We assist with the complex tax challenges in today’s financial services environment, providing pragmatic solutions that meet legal and regulatory requirements and industry best practice, incl. M&A, restructuring and transfer pricing questions, tax treatment analyses of investment products, tax audits, health checks and tax accounting.

U.S. Tax: Our team possesses many years of experience in assisting Swiss and international clients with all aspects of the U.S. QI and FATCA regimes, ranging from assistance with ongoing compliance and reporting matters to QI/FATCA periodic reviews, policy documents, flowcharts and checklists, the challenges of the 871(m) provisions, and trainings tailored to the specific needs of your organization. 

Tax Transparency: Our team is at the forefront of the developments in the field of tax transparency, providing pragmatic solutions to all challenges of the Automatic Exchange of Information and the EU DAC6 Mandatory Disclosure Rules, including impact assessments, ongoing compliance matters, health checks, policy documents, flowcharts and checklists, and trainings tailored to the specific needs of your organisation.

Asset Management Tax Services: We assist with the Swiss tax treatment of Swiss and foreign collective investment schemes and their investors, including alternative investments, and related investor tax reporting matters in various countries as well as all operational tax issues (i.e. Swiss stamp tax, withholding tax, VAT, etc.), re-structuring advice and transfer pricing matters.

Litigation: We defend the interests of Swiss and foreign financial institutions in Swiss domestic and international tax disputes.

Tax Guides and Multi-Shore Tax Reporting: Our tax guides help Swiss financial institutions understand the tax treatment of assets in the hands of cross-border individual clients, and our Multi-Shore Tax Reporting provides an easy and efficient solution to produce automated tax reports for Swiss and international clients of Swiss banks. To learn more on our Multi-Shore Tax Reporting click here


Further information
Tax Clarity for Financial Institutions (PDF)
Tax services for Swiss pension funds (PDF)
Tax services for Swiss pension funds (PDF, in French)

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