Banking and Capital Markets

Optimum tax structures for financial services companies

Banks and capital markets are subject to different regulatory requirements. Compliance and transparent reporting are increasingly important from a tax point of view.

The challenges you face

• You want to earn the best possible after-tax return for your clients
• You want to tax optimise your business
• You want to meet the stringent requirements relating to the EU tax on interest or the paying agent tax

How PwC can support you

We advise banks and capital market companies on tax issues relating to setting up banking and brokerage business at subsidiaries or branch offices in Switzerland, and on the cross-border structuring of specific banking businesses. We are the partner of choice for year-end tax planning, tax compliance and tax audits, also offering advice on special matters:

• Tax planning to optimise the tax structure of your business
• Assuring tax optimised financing and investment structures
• Developing tax-efficient financial products
• Analysing and implementing new rules on paying agent tax and developing new products
• Advice on corporate transactions involving banks and other financial services providers
• Avoiding tax risks associated with financial transactions
• Optimum remuneration for leading employees
• Comprehensive advice and support in conducting due diligence
• Cash pooling: advice and support in evaluating optimum forms of pooling