Menu
  • Locations
  • Services
  • Experts
  • Hot Topics
  • News & Knowledge
  • Career
  • About us
  • Search
  • Press
  • Events & Webinars
  • Contact
  • Language
  • Berlin
  • Cologne
  • Dusseldorf
  • Erlangen
  • Frankfurt
  • Hamburg
  • Hannover
  • Kolbermoor
  • Munich
  • Nuremberg
  • Regensburg
  • Rosenheim
  • Stuttgart
  • Tax
  • Digital
  • Advisory
  • Industries
  • Legal
  • DAC 7
  • ESG
  • FISG
  • Pillar Two
  • Tax Internal Control Framework
  • Brochures
  • News
  • Newsletter overview
  • Newsletter subscription
  • Overview
  • Culture
  • How we work
  • You&WTS
  • TALENTnetwork
  • Apply now
  • What Makes Us Stand Out
  • Our Clients
  • Our Employees
  • Awards
  • Corporate Responsibility
  • Our Management Team
  • Our Partners
  • Our History
  • Our locations
  • by Topic
  • Digital
  • Environment
  • Social commitment
  • Employee responsibility
  • Diversity
  • Partners Munich
  • Partners Berlin
  • Partners Dusseldorf
  • Partners Erlangen
  • Partners Frankfurt
  • Partners Hamburg
  • Partners Hannover
  • Partners Cologne
  • Partners Kolbermoor
  • Partners Nuremberg
  • Partners Regensburg
  • Partners Rosenheim
  • Partners Stuttgart
  • NOW@WTS
  • Press
  • Events & Webinars
  • Contact
English
German
  • English
  • German
WTS worldwide
  • WTS Global
  • Albania
  • Angola
  • Argentina
  • Armenia
  • Australia
  • Austria
  • Bangladesh
  • Belarus
  • Belgium
  • Benin
  • Bolivia
  • Bosnia & Herzegovina
  • Brazil
  • Bulgaria
  • Burkina Faso
  • Burundi
  • Cambodia
  • Cameroon
  • Canada
  • Chile
  • China
  • Colombia
  • Costa Rica
  • Croatia
  • Cyprus
  • Czech Republic
  • Denmark
  • Dominican Republic
  • Ecuador
  • Egypt
  • El Salvador
  • Estonia
  • Finland
  • France
  • Georgia
  • Germany
  • Ghana
  • Gibraltar
  • Greece
  • Guatemala
  • Guinea
  • Honduras
  • Hong Kong
  • Hungary
  • Iceland
  • India
  • Indonesia
  • Iran
  • Iraq
  • Ireland
  • Israel
  • Italy
  • Ivory Coast
  • Japan
  • Kazakhstan
  • Kenya
  • Korea
  • Kyrgyzstan
  • Laos
  • Latvia
  • Lithuania
  • Luxembourg
  • Macao
  • Macedonia
  • Madagascar
  • Malaysia
  • Mali
  • Malta
  • Mauritius
  • Mexico
  • Moldova
  • Mongolia
  • Montenegro
  • Morocco
  • Mozambique
  • Myanmar
  • Nepal
  • Netherlands
  • New Zealand
  • Niger
  • Nigeria
  • Norway
  • Pakistan
  • Panama
  • Paraguay
  • Peru
  • Philippines
  • Poland
  • Portugal
  • Puerto Rico
  • Romania
  • Russia
  • Rwanda
  • Saudi Arabia
  • Senegal
  • Serbia
  • Singapore
  • Slovakia
  • Slovenia
  • South Africa
  • Spain
  • Sri Lanka
  • Sweden
  • Switzerland
  • Taiwan
  • Tanzania
  • Thailand
  • Togo
  • Trinidad and Tobago
  • Tunisia
  • Turkey
  • Turkmenistan
  • Uganda
  • Ukraine
  • United Arab Emirates
  • United Kingdom
  • Uruguay
  • USA
  • Uzbekistan
  • Venezuela
  • Vietnam
  • Zambia
  • Services
    Services

    Learn more about our comprehensive services in the area of tax as well as relevant legal advice and financial advisory services.

    Read more
    Tax Digital Advisory Industries Legal
  • Experts
    Experts

    Our employee structure combines the know-how of industry, consulting, financial management and IT in a very special way. Learn more about our experts.

    Read more
  • Hot Topics
    Hot Topics

    Overview of the current "hot topics" in the tax industry and how we can support with individual questions

    Read more
    DAC 7 ESG FISG Pillar Two Tax Internal Control Framework
  • News & Knowledge
    News & Knowledge

    Here you will find the latest news and specials on all aspects of taxation, digitization and financial & deal advisory.

    Read more
    Brochures News Newsletter overview Newsletter subscription
  • Career
    Career

    Here you will find an overview of our development and qualification offers as well as employee offers and open positions. We look forward to getting to know you.

    Read more
    Overview Culture How we work You&WTS TALENTnetwork
    Apply now
  • About us
    About us

    Here you will find general information about the structure, special characteristics and history of WTS.

    Read more
    What Makes Us Stand Out Our Clients Our Employees Awards Corporate Responsibility
    Our Management Team Our Partners Our History Our locations
  • Search
www.wts.de Home Services Insurance

Insurance

Our "WTS Service Line Insurance" provides full scope tax services to national and international insurance companies and groups .

Our highly skilled WTS Insurance Team has approximately 30 employees with in-depth experience in all tax types and areas. The majority of our specialists can revert back to a long-standing practical business experience acquired during previous jobs in within tax departments of large insurance and financial services companies. Our commitment is to provide long-term continuity of services with the flexibility and innovation of a strong and internationally connected consultancy company.

As part of long-term business partnering relationships, we take care of the ongoing tax compliance obligations of insurance companies and prepare tax returns and tax declarations for all tax types. In addition, we offer practical, cross-tax-discipline advice on all ongoing tax issues and provide support during tax audits.


Alongside all general questions relating to income taxes, our core competencies is the handling the specific tax issues to the insurance industry. Amongst other things, our daily routine business covers tax issues arising from insurance-technical provisions, special issues relating to life and health insurance, or taxes in the Solvency II market value balance. We successfully support our clients with transaction advice, tax planning activities, fiscal audits, as well as during extra-judicial and judicial legal proceedings.


Insurance companies are among the largest investors worldwide. We advise on the structuring of investments and accompany the investment process, for example, during the tax due diligence phase. We do of course also provide ongoing tax compliance services for the investments of insurance companies. Our services cover not only domestic investments in Germany, but also complex cross-border structures in Europe and across the world. Our experts develop customised solutions that fit best to the client.


VAT and Insurance Premium Tax (IPT) are major cost factors for the insurance industry. Our strengths are: efficient process-optimised and software-based compliance combined with first class consultancy, e.g. for product design, sale structures and service chains in (international) business groups. This reduces costs and minimises compliance risks. 

When it comes to VAT, one of our strengths at WTS is advising on increasingly cost-relevant input tax allocation and documentation. We can rely on our international network when international issues arise.


We advise on establishing and improving tax compliance processes and internal tax control systems and certify tax processes at insurance companies. Our team of experts has extensive experience with large international financial service providers when it comes to income taxes, VAT and IPT.


Main Contact
Dr. Philipp Besson
Partner
Lawyer
Munich, Kolbermoor
+49 89 28646-2644
View Profile
WTS Global Financial Services Infoletter #28/2023
News from thirteen European countries with a focus on the international Financial Services industry
View publication
WTS Newsletter

Our WTS experts regularly provide information on current topics in the areas of tax, legal and financial advisory.

Subscribe now
Articles you might be interested in

News on tax developments affecting the international Financial Services industry

WTS Global Financial Services Newsletter #28/2023 is now available
Read more

Changes in international tax law and country-specific tax law developments with respect to cross-border transactions

Global International Corporate Tax Newsletter #1/2023 now available
Read more

News on tax developments affecting the international Financial Services industry

Global Financial Services Newsletter #27/2022 now available
Read more

Contact us today

Do you have any questions about our services or WTS? Please let us know. Please fill in our short contact form. We will get in touch with you as soon as possible.

Contact
Services
  • Tax
  • Digital
  • Advisory
  • Industries
  • Legal
Hot Topics
  • DAC 7
  • ESG
  • FISG
  • Pillar Two
  • Tax Internal Control Framework
Career
  • Apply now
  • Culture
  • How we work
  • You&WTS
  • TALENTnetwork
News & Knowledge
  • Newsletter overview
  • Newsletter subscription
  • Brochures
About us
  • What Makes Us Stand Out
  • Our Clients
  • Corporate Responsibility
  • Awards
  • Experts
© 2023 WTS Company Information Disclaimer Data Protection Statement