Our services

Examples of our services for the insurance and investment funds sector include the following:

  • Ongoing tax advice for entities of the insurance market and asset management companies.
  • Preparation of transfer pricing documentation.
  • Preparation of corporate income tax returns.
  • VAT advice: analysis of services with a view of their potential exemption from VAT.
  • Defence in the course of tax audits and related proceedings.
  • Advice in the area of employment benefits taxation.
  • Review of tax aspects upon launch of new products.
  • Advice upon business combinations: transfer of insurance portfolio, sale of business, merger of insurance companies and other.
  • Advice relating to securities trading.

Clients

  • Insurance companies including branches of foreign insurance companies.
  • Financial intermediaries; Insurance brokers.
  • Asset management companies.
  • Supplementary pension asset management companies (DDS).
  • Pension asset management companies (DSS).

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