Services

Financial Services Tax

Deloitte’s Swiss tax specialists for the financial services industry provide comprehensive, integrated solutions to the banking, insurance and investment management sectors. Our tax expertise and industry knowledge allow us to understand each client’s unique business needs.

Investment Management

Because of the global shift to tax transparency, more and more investors are today considering the expected investment yield after taxes when choosing a financial product. In order to remain attractive, fund managers must ensure that their investment funds are structured tax efficiently, meet all tax reporting obligations and do not forgive any withholding tax reclaim opportunities.

Deloitte can assist you to stay tax compliant and meet all tax reporting and reclaim duties for your investment funds through a dedicated team of tax professionals with a profound knowledge of the local tax laws combined with bespoke global reporting, reclaim and monitoring solutions for investment funds.

Our tax services include:
  • Group tax level: Ensuring tax compliance and a tax efficient corporate structure, providing advice and support on transfer pricing considerations as well as VAT.
  • Product level: Increasing the tax efficiency and attractiveness of investment funds by choosing the appropriate fund structure, implementing a proper fund tax reporting for the investors, claiming withholding tax reductions and mitigating tax risks such as capital gains tax liabilities in investment countries.

Banking & Capital Markets

Staying tax compliant and properly managing tax risks is a key factor for success. Given the complexity of tax questions in the banking industry, you request from your tax advisor, besides its tax technical skills, a deep understanding of the business as well as of the operational processes of a bank.

Deloitte can assist you with a dedicated team of tax experts with industry knowledge and extensive experience in corporate tax and operational tax matters for domestic and international banks.

Our tax services include:
  • Group tax level: Ensuring tax compliance and a tax efficient corporate structure, providing advice and support on transfer pricing considerations as well as VAT.
  • Operational taxes/back-office level: Advising on withholding tax as well as stamp tax issues, providing support for client tax reporting including product suitability.

Insurance

Local and international insurance and reinsurance companies facing multiple tax jurisdictions have an increased tax exposure and risk, in particular, as several tax systems are currently going through significant changes. The accurate management of tax risks is therefore crucial to mitigate reputational and financial damage.

Deloitte has a highly skilled team with the essential experience and tax expertise within the insurance sector that can help you on all tax related questions.

Our tax services include:
  • Group tax level: Ensuring tax compliance and a tax efficient corporate structure, providing advice and support on transfer pricing considerations, VAT and on captive/reinsurance structures.
  • Operational taxes/back-office level: Advising on withholding tax as well as stamp tax issues.

Key contacts

Markus Weber

Markus Weber

Chief Operating Officer and Managing Partner

Markus is Deloitte's Chief Operating Officer and a member of the Executive team in Switzerland. He leads the Quality, Risk & Security function and is a senior tax expert with more than 18 years of exp... More

André Kuhn

André Kuhn

Director

André is a Swiss Certified Tax Expert with twelve years of experience in corporate international taxation. He leads the Swiss corporate tax team in Zurich that advises banks, insurance companies and a... More