Banking & Financial Tax

In order to assist the financial enterprises to develop their business, to reorganise their structures or propose innovative products to their clients and to build a tailored tax governance, Taj has dedicated teams respectively to insurance, asset management and banking.

These teams, made up of lawyers who have an extensive knowledge of the financial environment’s specific issues, provide tax consulting advice on a daily basis to insurance companies, asset management companies, investment funds, banks, and the various actors of the financial world.

They support our clients in building pragmatic and innovative solutions, fully integrated to their business challenges. These teams work closely with the Deloitte network’s “Financial Services Industry” global practice.

Taj is a member of the AMAFI (Association des Marchés Financiers) and the AFG (Association Française de Gestion).

Acquisitions – Restructurings

In the context of acquisitions, we structure the acquisition from a tax perspective, analyze the tax risks of the target, and we take part in the negotiation of the transaction and tax clauses of the legal documentation.

In the context of French and international restructurings, we analyze the potential tax consequences and assist our clients in choosing the appropriate structure. We negotiate tax rulings potentially needed with the French and foreign tax authorities.

Tax audits and tax litigations

We assist our financial sector clients in the context of their tax audits and tax litigations.

Transfer pricing

Our transfer pricing specialists, made up of tax lawyers and economists with a strong knowledge of the financial industry, assist their clients on operational and strategic aspects but also on tax considerations (tax audits and documentation) of the transfer pricing issues.

Indirect tax

We support our clients to keep control of their VAT and salary tax costs and to minimize potential risks. We have set up many cost contribution arrangements and have a specific expertise in international flows.

Operational tax

We assist our French and foreign clients regarding the strategic review of the operational taxes’ cost for their businesses and investments. In particular, we support our clients with the management of withholding tax claims in Europe and outside Europe. We also assist our clients with the management of financial transactions taxes (French, Italian and European FTT, SDRT, etc.).

Furthermore, within the context of FATCA/CRS (Common Reporting Standard), we assist our clients in ensuring compliance to new exchange of information standards, by adopting a risk-based approach. 

French Income Tax Withholding: Are you Ready?

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