Finance

Advisory services for financial institutions and companies from outside the financial sector that engage in transactions in the widely understood area of financial transactions.

As part of our expertise, we provide tax advisory services to entities from the financial sector, including insurance companies, investment funds, and financial and insurance intermediaries. We also assist entities outside the financial sector performing transactions in the widely understood area of financial transactions. Specialized tax advisory services in financial services cover domestic and international transactions and include corporate income tax, VAT, and tax on civil law transactions.

Our comprehensive support encompasses the following:

  • designing and implementing effective business structures
  • assessing the tax consequences of certain financial transactions
  • conducting tax analysis of financial instruments, in particular securities and derivatives
  • analyzing receivables sales transactions, including sales to securitization funds
  • assisting with the recovery of overpaid taxes (withholding tax, VAT) from Polish and foreign financial institutions
  • verifying the methodology of VAT coefficient calculation

Do you need someone who carefully analyzes, checks carefully and looks for a solution until he finds it?

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