Our services for financial service providers

Collective investment schemes and hedge funds

  • Designing efficient structures for investment companies and funds
  • Income tax reporting for Swiss investors

Financial products

  • Tax optimisation of withholding tax and securities transfer tax
  • Ensuring tax-efficient financial and investment structures

Corporate financing

  • Tax-optimised issuance of bonds
  • Cash pooling and finance branch concepts        
  • Avoiding tax risks in financial transactions

Tax administration

  • General tax administration (drawing up tax returns, etc.)
  • Claiming refunds of Swiss and foreign withholding tax

Automatic exchange of information

  • Advice on and implementationg of joint reporting standards
  • Tax administration
Contact Switzerland Kerstin Beck-Ulmer Contact