Financial Services Tax

Managing international, federal and cantonal tax obligations responsibly and proactively can make a critical difference in reducing inefficiencies and improving opportunities within your organization. As specialists across Wealth and Asset Management, Banking and Insurance, EY Switzerland’s Financial Services Tax is uniquely placed to support you with all your tax needs.

While in-house capacity and budgets remain stable, your tax team is juggling a growing list of priorities: compliance, transparency, risk management, sustainability, digital transformation, and value creation. At the same time, they need to be at the forefront of various tax heads: business tax, indirect tax, international tax, transfer pricing, operational tax and client tax.

EY’s Financial Services Tax specialists are ready to lift the burden where it’s heaviest – and help your business move forward with ease. Underpinned by leading tax technology solutions, our comprehensive tax expertise combines with our financial services experience to deliver integrated solutions across Wealth and Asset Management, Banking and Insurance. We help you by:

  • Advising your business and supporting your compliance in a rapidly changing regulatory environment

  • Identifying and reducing inefficiencies through use of optimal tax function operating models and technology solutions

  • Empowering your teams to create value for your business beyond tax
To remain compliant, manage risk and create value in the unique financial services ecosystem, tax teams need dedicated financial services tax technology and expertise.

Swiss Transfer Pricing: A deep dive series

New Q&A on transfer pricing issued by the Swiss Federal Tax Administration

Additional transfer pricing guidance offers important insights into Swiss practice and the interpretation of international rules.

02 May 2024 Francisco Palacios + 2

Spotlight on SFTA guidance regarding intercompany financial transactions

The transfer pricing Q&A provides welcome clarification of intercompany loans in the TP context.

31 May 2024 Francisco Palacios + 1

New Swiss transfer pricing guidance

Additional guidance offers insights into the treatment of transfer pricing adjustments in Switzerland and their tax impact.

03 Jul 2024 Francisco Palacios

    Our services include:

    For certain challenges, tax expertise is not enough. EY Switzerland’s Financial Services Tax team focuses on the hot topics and pressing issues facing financial institutions specifically.

    EY Swiss Investor Tax Reporting

    Discover EY's innovative solutions and expertise in Swiss Fund Tax Reporting. Download our brochure and explore how we can assist you in navigating the complex world of tax reporting.

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    Our latest thinking

    New Swiss transfer pricing guidance

    Additional guidance offers insights into the treatment of transfer pricing adjustments in Switzerland and their tax impact.

    03 Jul 2024 Francisco Palacios

    Spotlight on SFTA guidance regarding intercompany financial transactions

    The transfer pricing Q&A provides welcome clarification of intercompany loans in the TP context.

    31 May 2024 Francisco Palacios + 1

    New Q&A on transfer pricing issued by the Swiss Federal Tax Administration

    Additional transfer pricing guidance offers important insights into Swiss practice and the interpretation of international rules.

    02 May 2024 Francisco Palacios + 2

    Why tax governance is key in an era of more tax risk and controversy

    Businesses expect the number and intensity of tax audits to double in next two years, the 2023 EY Tax risk and controversy survey finds. Learn more.

    28 Mar 2023 EY Global

    New 2024 SFTA safe-harbor interest rates for advances and intercompany loans

    SFTA reveals Switzerland interest rate drop to 2.5% in 2024 from 3.0% in 2023. Discover safe harbor rates impacts on CHF, EUR, USD loan rates.

    05 Feb 2024 Fabian Berr

    Unraveling the Hierarchy of Transfer Pricing Methods in Switzerland

    Selected practical guidance from the Swiss Federal Court on the application of the TP methods in financial services transactions

    27 Oct 2023 EY Switzerland

    New 2023 SFTA safe-harbor interest rates for advances and intercompany loans

    Find out which are the safe-harbor interest rates to apply in CHF and foreign currency in Switzerland during 2023

    15 Feb 2023 Fabian Berr

    Five legal considerations for businesses taking a lead on NFTs

    As organizations around the world consider the commercial opportunities of NFTs, the legal implications can be unexpected.

    01 Feb 2023 EY Global
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