Tailored tax advisory for local and cross-border needs

In today’s rapidly changing tax environment, multinational groups face new challenges and must adapt to evolving international and local regulations while meeting complex compliance obligations. Understanding how these rules affect business operations and cross-border transactions is crucial for sustained growth and success.

At KPMG, we combine deep knowledge of Luxembourg and international tax rules with tailored solutions for local and cross-border activities. Our approach aligns tax strategies with broader commercial objectives to support growth. By leveraging KPMG’s global network of tax professionals, we provide a multidisciplinary perspective on corporate tax challenges, manage complex cross-border transactions and ensure your group stays fully compliant with evolving regulations.

Featured insights

Stay ahead of changes in Luxembourg tax and international fund regulations with insights from our experts.

An overview of withholding tax (WHT) rates across various jurisdictions with respect to Luxembourg investment funds.

How we can help

We understand the tax challenges relevant to your business today. With our deep industry knowledge, our professionals are well-equipped to provide effective tax services to help your company succeed.

Commerce and industry
Finance sector

Mergers and acquisitions

Our tax teams work closely with our deal advisory colleagues to support corporate reorganizations, including mergers, acquisitions, joint ventures and sales. We provide end-to-end tax services, from conducting buy- and sell-side due diligence and offering structuring advice to guiding post-acquisition integration and streamlining value chain services in collaboration with our transfer pricing experts.

Tax advisory services

Our tax experts help businesses of all sizes develop effective tax strategies and offer a wide range of advisory services, including corporate restructuring, intra-group financing, IP and leasing, and entity rationalization. We provide Luxembourg participation exemption analysis, transparency reviews, debt/equity analysis, Pillar II assessments, substance checks and assistance with investment tax credit. We also conduct CFC analyses, evaluate tax impacts of new legislation, advise on ATAD II compliance, and support family offices, private clients and VAT matters.

Documentation

With increased tax audits and queries from Luxembourg authorities, companies must prepare strong, timely documentation to support their tax and transfer pricing positions. We assist with CFC and ATAD I/II analysis memoranda, as well as comprehensive transfer pricing documentation for intra-group transactions, in collaboration with our transfer pricing team.

Tax regulatory services

Our team helps you navigate regulatory requirements so you can focus on your core activities. We provide support with DAC 6 reporting and health checks, including ad hoc advice, preparation of country-by-country reports and notifications, FATCA/CRS classification and reporting, and ultimate beneficial owner (UBO) declarations.

Tax compliance services

Effective tax compliance is key to business success. Our team helps you streamline obligations with customized digital dashboard solutions, prepare and file VAT returns, manage tax provisions, support Pillar II compliance, provide net wealth tax advice, review tax assessments and communications from the Luxembourg tax authorities.

Interaction with the Luxembourg tax authorities

We assist with all interactions with Luxembourg tax authorities, from tax rulings and advance pricing agreements to functional currency and fiscal unity matters. Our team also supports tax controversies and disputes, including audits, negotiations, appeals, litigation, and mediation.

Meet our experts

Emilien Lebas

Partner, Commerce and Industry Tax

KPMG in Luxembourg

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Sophie Smons

Partner, Commerce & Industry Tax

KPMG in Luxembourg

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Henri Prijot

Partner - Head of Family Office Initiative

KPMG in Luxembourg

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Michael Ayachi

Partner, Commerce & Industry Tax

KPMG in Luxembourg

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Tax transparency and exchange of information

Increasing global tax transparency has resulted in more stringent compliance obligations for Luxembourg financial institutions, notably in relation to due diligence, withholding and reporting under FATCA, CRS, DAC6/MDR and TRACE.

We offer end-to-end support – from onboarding and entity classification to reporting, procedures, training, and annual reviews – to help you meet these obligations and optimize your business strategy. KPMG also assists Authorized Intermediaries with OECD TRACE implementation for portfolio investors.

General tax compliance and corporate tax advice

Financial services clients – including banks, asset managers, insurers, and reinsurers – rely on our dedicated tax team for high-quality advice and compliance support. Leveraging deep industry knowledge, we deliver local corporate tax advice, transaction and M&A tax support, tax compliance services, tax provision and review assistance, due diligence, and Insurance Premium Tax (IPT) filings, ensuring both technical accuracy and pragmatic execution.

Tax reclaims

In today’s economy, clients expect efficient withholding tax mitigation and reclaim solutions. As a European leader in this field, KPMG Luxembourg supports banks and insurers in optimizing withholding tax processes and recover unduly paid taxes, building on extensive operational experience and a strong track record of landmark court decisions. We also can assist clients in defining the right business model and offer complimentary cost-benefit analysis.

US tax compliance

U.S. withholding and tax reporting rules are complex and continuously evolving, requiring Luxembourg entities with U.S. investments or investors to meet strict compliance obligations. KPMG offers a comprehensive suite for QI compliance, including health checks, consistency checks, e-learning tools, and RO certification support. Our U.S. tax experts provide guidance to help you navigate and meet all U.S. tax requirements.