Finance

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

As part of our expertise, we offer tax advisory services for entities from financial sector including insurance companies, investment funds, financial and insurance intermediaries. We also provide support for entities from outside financial sector performing transactions in the widely understood area of financial transactions. The specialised tax advisory in the field of financial services concerns both domestic and international transactions and encompass corporate income tax, VAT, tax on civil law transactions.  

We offer our support related to:

  • development and implementation of effective business structures; 
  • assessment of tax consequences of particular financial transactions; 
  • tax analysis of financial instruments including in particular securities and derivatives; 
  • analysis of transactions of receivables turnover including sales to securitization funds; 
  • claiming tax overpayments (withholding tax, VAT) by Polish and foreign financial entities;  
  • verification of calculation methodology of VAT coefficient. 

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

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