Financial Services Tax

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Financial Services Tax

Our clients are global and represent all segments of the financial services industry. With comprehensive industry expertise, our team covers all sub-sectors of the financial services sector; for cross-border issues, we work closely with members of our international network WTS Global, which is represented in more than 100 countries worldwide.

As specialised and long-standing advisors to the financial services industry, we have comprehensive knowledge of this unique sector. In addition to professional expertise, personal experience and integrity, our service portfolio is characterised by the design and implementation of digital solutions.

We anticipate changes for our clients, identify both innovations and risks, develop options for action together and put them into practice.

Main Contact

Jürgen Scholz

Member of Managing Board

Certified Tax Consultant

Dusseldorf

+49 211 20050-677

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Financial Full-Service

Your independent partner

WTS offers a full range of tax law services in the area of financial services. WTS deliberately refrains from auditing companies in order to avoid potential conflicts of interest and to be a trusted long-term advisor to its international clients.

Our consulting services

Credit institution or insurance company, capital management company, for securities or real estate, private equity or hedge funds, custodian bank or fund administrator

Private or institutional investor or family office

Open-ended or closed-ended investment funds

Advice on income tax, corporation tax, value added tax or withholding tax in a national or international context in the financial services sector

Ongoing tax compliance and business partnering as part of a long-term mandate or short-term project consulting in individual cases (including the preparation/submission of tax returns)

Tax compliance or structuring on the asset (input) side of a collective investment vehicle or on the investor (output) side of such a fund vehicle

Digitisation of operational tasks in the tax area

Financial Services

Team

Please contact our Financial Services Team directly.

The Team

Hub-Funktion

WTS Global

Together with the specialists in our WTS Global network, we support the international financial services industry in cross-border matters. Our team will be happy to act as your central point of contact.

Global Services

You can find more information about our consulting services on the following pages:

Asset Management

Banking / Capital Markets

Insurance

Asset Management - Real Estate

Articles that may interest you

This collaboration aims to offer the financial sector comprehensive and digital withholding tax services in the future

WTS partners with RAQUEST

News on tax developments affecting the international Financial Services industry

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

WTS is expanding its Asset Management & Financial Services advisory with the addition of Dr. Frank Wilbert

WTS expands its Asset Management & Financial Services with Dr. Frank Wilbert

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.

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