Financial Services Tax

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Our Financial Services Tax team is dedicated to delivering value to our clients in the financial services industry who are facing a constantly evolving tax landscape. Whether you are in Banking and Capital Markets, Asset Management, or the Insurance sector, we will be able to assist you in issues including managing your direct and indirect tax obligations and tax risks, navigating the complex tax rules across jurisdictions, pursuing tax incentives or concessions, dealing with transfer pricing issues, handling Revenue queries, assessing your tax provisions, and analyzing your uncertain tax positions.

We can also advise you on the tax implications of new financial products or transactions, and assist in applying for Revenue rulings where applicable. We can advise on the structuring of your new businesses and new funds, or on the review of such structures in an internal reorganization or in the event of mergers or acquisitions, from the tax perspective. Individual tax issues often feature prominently in structuring or restructuring exercises, and we actively engage with our Human Capital colleagues to advise our financial services clients accordingly.

Our services include the following:

  • Banking and Capital Markets
    • Advice on new set-ups
    • Advice on and assistance in applying for tax incentives
    • Enhancing benefits from Large Taxpayers Program
    • Tax implications of products and transactions or tax opinions
  • Asset Management
    • Advice on new set-ups
    • Fund structuring
    • Implementation, including review of fund documents, management contracts, etc
    • Structuring of fund management or advisory operations
    • Advice on and assistance in applying for tax incentives
    • Structuring of underlying investments
  • Insurance
    • Advice on industry specific tax issues
    • Enhancing benefits from Large Taxpayers Program
  • For all three sectors
    • Direct and indirect tax compliance
    • Dealing with Revenue queries
    • Tax implications of corporate restructuring
    • Tax structuring for M&A or due diligence
    • Revenue rulings
    • Transfer pricing advisory
    • Foreign Account Tax Compliance Act tax advisory
    • Advice in relation to the designation of Tax Evasion as Money Laundering Predicate Offence

Contact our Financial Services Tax Partners in any of these sectors: