Financial Services Tax

Your aspiration is our motivation

“…The Financial Services sector plays a critical role in any modern economy. The bundle of institutions that make up an economy’s financial system can be seen as ‘the brain of the economy’, providing the bulk of the economy’s need for many functions…” (WTO, 2021).

Our clients are active globally and in all segments of the financial services industry.

Our team covers all sub-sectors of the financial services industry with comprehensive industry know-how. For cross-border issues, we cooperate closely with the members of our international network WTS Global, represented in more than 100 countries worldwide.

WTS offers a full range of tax law services in the financial services sector

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

WTS Global deliberately refrains from conducting annual audit services in order to avoid any conflict of interest and to be the long-term trusted advisor for its international clients.

For our clients, we anticipate changes, point out both innovations and risks, jointly develop options for action and implement them in practice.

Contact us in the following contexts:

• Credit institution or insurance company, capital management company for securities or real estate, private equity or hedge fund, custodian bank or fund administrator
• Private or institutional investor or family office
• Open or closed investment funds
• Income tax, corporate income tax, VAT or withholding tax consulting in a domestic or international financial services context
• Ongoing tax compliance and business partnering as part of a long-term mandate or short-term project consulting on a case-by-case basis, including the preparation / filing 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
• Digitization of operational tasks in the tax area

Hub function

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

Ask us about our track record.

We love to be challenged.