Financial services tax

Legislation of an unprecedented, global scale has altered the financial services tax landscape considerably over recent years, and will continue to shape and define the industry for the foreseeable future

These global initiatives, including FATCA, Common Reporting Standard, and BEPS have significant impact on the operational requirements of financial institutions and have the potential to influence decision-making processes throughout an organisation.

Forvis Mazars’ global Financial Services Tax team is dedicated to delivering value to businesses in the financial services industry who are facing a constantly evolving tax landscape. Whether you are in banking and capital markets, asset management, real estate or the insurance sector, we will be able to assist 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 analysing your uncertain tax positions.