Financial Services Tax

Financial Services Tax

Banks, brokers, insurers and investment managers all require specific tax advice. KPMG knows what financial service providers need.

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

General tax services for the financial services industry
International corporate structures require international advisory strategies: Globalization on increasingly fast-paced financial markets is constantly changing the tax law and governance landscape. With its broad-based experience, KPMG has the necessary expertise to offer financial service providers comprehensive support.

Banking and brokerage advisory
Changes to regulatory requirements mean that banks constantly have to ask themselves which of their business activities are still attractive. Tax implications cannot be ignored either. KPMG adopts an integrated, multidisciplinary approach to advising banks and other financial service providers in tax matters. Experts from related areas (e.g. transfer pricing, indirect tax, FATCA) are called in to solve specific problems.

Insurance advisory
Client requirements are changing rapidly in the insurance sector too. KPMG boasts a global network of insurance experts that supports its clients in all current tax issues, including preparing tax returns and carrying out external tax audits. Its main areas of focus include questions on the taxation of investments at insurer level and on the impact of underwriting provisions on the tax balance sheet.

Asset management advisory
Investment firms, investment stock corporations and custodian banks face a constant stream of new requirements. As well as the challenges posed by the economy, new features of supervisory and tax law mean ongoing changes, be they amended legislation, new official interpretations or changes to case law.


KPMG’s expertise:

  • Preparing tax returns and checking tax statements and estimates; filing objections/appeal proceedings: tax optimization measures relating to the preparation of annual accounts
  • International banks: planning and advice on group structures, business premises and cross-border transactions
  • Swiss banks: advising private, commercial and investment banks on corporate tax issues
  • Insurers: providing advice and support with implementing captives and other reinsurance vehicles
  • Swiss and international insurers: planning and advice on group structures, business premises, cross-border transactions, changes of domicile and legal form
  • Asset management: advice on structuring securities funds, private equity funds, hedge funds and real estate funds

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FINMA Circulars

Overview of FINMA circulars applicable to financial institutions in Switzerland.

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Tax Guides for Swiss banks and wealth managers

Tax Guides for Swiss banks and wealth managers

Understanding a client’s tax position is important, but can be difficult in a cross-border context. Our Tax Guides offer a solution to this issue.

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