{"id":118756,"date":"2023-01-12T16:55:08","date_gmt":"2023-01-12T15:55:08","guid":{"rendered":"https:\/\/www.lca-tax.ch\/fiscalita-finanziaria\/"},"modified":"2023-02-24T14:01:50","modified_gmt":"2023-02-24T13:01:50","slug":"financial-services-tax","status":"publish","type":"page","link":"https:\/\/www.lca-tax.ch\/en\/financial-services-tax\/","title":{"rendered":"Financial Services Tax"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column width=&#8221;1\/1&#8243;][uncode_block id=&#8221;117900&#8243;][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;4&#8243; bottom_padding=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; top_divider=&#8221;step_2_3&#8243; uncode_shortcode_id=&#8221;649517&#8243; row_name=&#8221;intro&#8221;][vc_column column_width_percent=&#8221;100&#8243; position_vertical=&#8221;middle&#8221; gutter_size=&#8221;4&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; css_animation=&#8221;alpha-anim&#8221; animation_speed=&#8221;1000&#8243; width=&#8221;1\/1&#8243; uncode_shortcode_id=&#8221;214083&#8243;][vc_empty_space empty_h=&#8221;3&#8243; desktop_visibility=&#8221;yes&#8221; medium_visibility=&#8221;yes&#8221;][vc_row_inner row_inner_height_percent=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;2&#8243; limit_content=&#8221;&#8221; uncode_shortcode_id=&#8221;125659&#8243;][vc_column_inner column_width_percent=&#8221;100&#8243; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/1&#8243;][vc_custom_heading heading_semantic=&#8221;h1&#8243; text_size=&#8221;fontsize-155275&#8243; text_weight=&#8221;400&#8243; sub_lead=&#8221;yes&#8221; sub_reduced=&#8221;yes&#8221; css_animation=&#8221;bottom-t-top&#8221; animation_speed=&#8221;800&#8243; uncode_shortcode_id=&#8221;918213&#8243;]Financial Services Tax[\/vc_custom_heading][\/vc_column_inner][\/vc_row_inner][vc_row_inner row_inner_height_percent=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; inverted_device_order=&#8221;yes&#8221; limit_content=&#8221;&#8221; uncode_shortcode_id=&#8221;250041&#8243;][vc_column_inner column_width_percent=&#8221;100&#8243; gutter_size=&#8221;4&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;4&#8243; mobile_width=&#8221;0&#8243; css_animation=&#8221;alpha-anim&#8221; animation_speed=&#8221;1000&#8243; animation_delay=&#8221;600&#8243; width=&#8221;1\/4&#8243; uncode_shortcode_id=&#8221;421794&#8243;][vc_empty_space empty_h=&#8221;3&#8243; medium_visibility=&#8221;yes&#8221; mobile_visibility=&#8221;yes&#8221;][\/vc_column_inner][vc_column_inner column_width_percent=&#8221;100&#8243; position_vertical=&#8221;middle&#8221; gutter_size=&#8221;5&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;-4&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;4&#8243; mobile_width=&#8221;0&#8243; css_animation=&#8221;zoom-in&#8221; animation_speed=&#8221;1000&#8243; parallax_intensity=&#8221;3&#8243; width=&#8221;3\/4&#8243; uncode_shortcode_id=&#8221;178175&#8243;][vc_single_image media=&#8221;118180&#8243; media_width_percent=&#8221;100&#8243; media_ratio=&#8221;sixteen-nine&#8221; uncode_shortcode_id=&#8221;820441&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;2&#8243; bottom_padding=&#8221;2&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;129489&#8243;][vc_column width=&#8221;1\/1&#8243;][vc_row_inner row_inner_height_percent=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; top_divider=&#8221;step_1_2&#8243; uncode_shortcode_id=&#8221;193197&#8243; limit_content=&#8221;&#8221;][vc_column_inner column_width_percent=&#8221;100&#8243; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;2\/3&#8243; uncode_shortcode_id=&#8221;165533&#8243;][vc_custom_heading heading_semantic=&#8221;h3&#8243; text_size=&#8221;h3&#8243; uncode_shortcode_id=&#8221;107237&#8243;]Tax consulting for financial services institutions and insurance companies[\/vc_custom_heading][vc_column_text uncode_shortcode_id=&#8221;133230&#8243;]Banks, asset managers, and insurance companies often have very specific needs, also resulting from the increasingly complex regulatory framework of the financial sector.<\/p>\n<p>LCA Tax Consulting offers specific tax consulting services for the financial and insurance sectors, supported by a deep understanding of the respective business and regulatory environment. This is possible thanks to the extensive experience gained by our experts over several years providing tax advice to some of the leading Swiss and international financial and insurance service providers.<\/p>\n<p>We assist banks, wealth managers, investment funds and other collective investment schemes, as well as insurance companies and insurance brokers with, in particular, <strong>the following specialized tax services:<\/strong>[\/vc_column_text][vc_empty_space empty_h=&#8221;3&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;][\/vc_column_inner][\/vc_row_inner][vc_row_inner row_inner_height_percent=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;4&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;181872&#8243; limit_content=&#8221;&#8221;][vc_column_inner width=&#8221;1\/3&#8243;][vc_custom_heading heading_semantic=&#8221;h3&#8243; text_size=&#8221;h3&#8243; uncode_shortcode_id=&#8221;135458&#8243;]Banks and wealth managers[\/vc_custom_heading][vc_column_text uncode_shortcode_id=&#8221;206434&#8243;]<\/p>\n<ul>\n<li>financial sector-specific advice regarding Swiss withholding tax and federal stamp duties;<\/li>\n<li>tax treatment of financial instruments, including negotiation of tax agreements (rulings) with the tax authorities;<\/li>\n<li>support in drafting tax clauses for term sheets;<\/li>\n<li>tax reporting for Swiss resident clients;<\/li>\n<li>assistance with tax audits;<\/li>\n<li>assistance in meeting tax obligations.<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_empty_space empty_h=&#8221;3&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;][vc_custom_heading heading_semantic=&#8221;h3&#8243; text_size=&#8221;h3&#8243; uncode_shortcode_id=&#8221;960057&#8243;]Asset management[\/vc_custom_heading][vc_column_text uncode_shortcode_id=&#8221;140551&#8243;]<\/p>\n<ul>\n<li>restructuring of investment funds and other collective investment schemes, including negotiation of tax rulings with the tax authorities;<\/li>\n<li>calculation of taxable income for private investors of investment funds and other collective investment schemes; reporting to the tax authorities (fund tax reporting);<\/li>\n<li>requests for relief or refund of withholding taxes;<\/li>\n<li>assistance in meeting tax obligations.<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_empty_space empty_h=&#8221;3&#8243;][\/vc_column_inner][vc_column_inner width=&#8221;1\/3&#8243;][vc_custom_heading heading_semantic=&#8221;h3&#8243; text_size=&#8221;h3&#8243; uncode_shortcode_id=&#8221;149631&#8243;]Insurance companies[\/vc_custom_heading][vc_column_text uncode_shortcode_id=&#8221;682303&#8243;]<\/p>\n<ul>\n<li>tax treatment of insurance products and solutions, including negotiation of tax rulings with the tax authorities;<\/li>\n<li>assistance in meeting tax obligations.<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_empty_space empty_h=&#8221;3&#8243;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column width=&#8221;1\/1&#8243;][uncode_block id=&#8221;117900&#8243;][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;4&#8243; bottom_padding=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; top_divider=&#8221;step_2_3&#8243; uncode_shortcode_id=&#8221;649517&#8243; row_name=&#8221;intro&#8221;][vc_column column_width_percent=&#8221;100&#8243; position_vertical=&#8221;middle&#8221; gutter_size=&#8221;4&#8243; overlay_alpha=&#8221;50&#8243; [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-118756","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.lca-tax.ch\/en\/wp-json\/wp\/v2\/pages\/118756","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.lca-tax.ch\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.lca-tax.ch\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.lca-tax.ch\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.lca-tax.ch\/en\/wp-json\/wp\/v2\/comments?post=118756"}],"version-history":[{"count":0,"href":"https:\/\/www.lca-tax.ch\/en\/wp-json\/wp\/v2\/pages\/118756\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.lca-tax.ch\/en\/wp-json\/wp\/v2\/media?parent=118756"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}