Tax Advisory

Our dedicated Financial Services tax team consists of chartered tax advisers and accountants, which ensures our ability to provide truly customised solutions. Our extensive experience provides us with excellent insights into the policies and procedures adopted by tax authorities. We offer a true added value service, working with your businesses to make sure you stay ahead in this ever-evolving and pressured environment.

Our team has experience in general insurance, life insurance and insurance brokers.

Corporate tax advisory services we offer our clients include:

  • Domestic tax advisory, including five funds tax and advice on products and structures;
  • Mergers and acquisitions;
  • Establishment and acquisition of businesses in new countries;
  • Cross-border financing and treasury;
  • International tax advisory including double tax treaties, profit repatriation, loss utilisation, withholding tax optimisation;
  • Transfer pricing and intra-group financing as business flows and management structures change; and
  • Maximising VAT recoveries for partially exempt insurance groups.

The benefits of these services to our clients include:

  • Practical knowledge of the insurance industry and tax technical expertise from our staff who have a depth of experience in the industry;
  • Competitive pricing and considerable value for money;
  • Strong relationships with our clients facilitated by our partner-led approach and clear regular communication with our clients; and
  • A strong presence in the jurisdictions in which our clients operate.

Tax compliance and assurance

Our expertise covers a range of areas including:

  • Employment Tax;
  • Corporate Tax;
  • Indirect Tax;
  • International Tax; and
  • Tax Investigations.

Corporate tax compliance services we offer our clients include:

  • Advising clients on how to make their data gathering process more efficient;
  • Preparing tax accounting disclosures;
  • Preparing and submitting corporate tax returns and computations in iXBRL format;
  • Advising clients on their compliance burden and time limits for claims and elections; 
  • Implementing tax risk management processes and controls for the finance function;
  • Managing tax compliance; and
  • Dealing with any enquiries and resolving disputes.

The benefits of these services to our clients include:

  • Added value based on our understanding of your individual goals and objectives and our commitment to building successful long term business relationships;
  • Practical knowledge of the insurance industry and technical expertise from our staff who have a depth of experience in the industry;
  • Competitive pricing and considerable value for money;
  • Strong relationships with our clients facilitated by our partner-led approach and clear regular communication with our clients;
  • A strong presence in the jurisdictions in which our clients operate; and
  • Ongoing support including regular seminars for clients, tax e-updates and secondment or on-site consulting opportunities.

We are also proud of our cross-border links, working closely with colleagues in other countries. For details of the tax services provided by our US colleagues, please click here