FS Tax - Asset Management

We are your partner for complex tax tasks and issues relating to special funds. From advice, to reviewing the values you have determined, to insourcing the entire tax operations for special funds. With the largest and most diversified tax team in the market and our technology-orientated approach, we are your partner.

No asset class is growing like private equity. However, investments in PE are highly complex from a tax perspective because they often involve multi-level partnerships and data procurement is difficult. This is where the combination of expertise and the ability to extract data efficiently using intelligent technology creates the difference you can rely on. Let us convince you!

Exemption order, share loss offsetting pot, Fifo, tax certificate: Can you recalculate withholding tax, solidarity surcharge and church tax for a moderately complex custody account? We can. Contact our experts for all questions relating to withholding tax.

Investment funds and other institutional investors regularly invest in foreign shares. With our strong international KPMG network, we analyse the possibilities of foreign withholding tax refunds and ensure that all foreign tax obligations are met.

Do your investors need regulatory reports (Solvency II, CRR, CRSA, Solva, VAG) or want to use the KVG interface? Would you like to offer competent ESG reporting? Then get in touch with us. We create all the necessary reports and support you in setting up the KVG interface, combined with excellent expertise and intelligent IT solutions. We solve many data availability problems (e.g. EET, PAI calculation), especially for ESG reports.

Technology and taxes belong together. We develop technology for our clients and for ourselves. From interface automation and global platforms, D&A tools and workflow tools to complex production systems and AI. 15% of our employees work in our integrated FS Tax TechHub and create real progress through digitalisation.