2. Insurance and asset management

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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