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Our tax expertise for banks, insurance companies and funds

LeitnerLeitner has been providing tax advice in connection with capital market products and financial services providers for many years. As an investor or issuer, you benefit from the significant expertise of your contact persons, the close connection between science and practice, and our interdisciplinary approach.

The spectrum of capital market products is unlimited and ranges from traditional investments (funds and certificates) to crypto assets. Each case involves finding the right tax package for a capital market product. These challenges apply equally to the portfolios of private investors and the range of products offered by banks, insurance companies and investment companies. Our experts assist you using an efficient and pragmatic approach. Working quickly and efficiently, we provide you with tailored solutions.

Our services

  • Tax assessment and structuring of classic and derivative capital market products
  • Advice, structuring and compliance for classic and alternative investment and real estate funds and their initiators
  • Advice for crypto assets
  • Support for banks and insurance companies regarding special tax issues (corporate tax, capital gains tax, insurance taxes, financial sectoral taxes, fees and VAT)
  • Advice for questions related to the automated exchange of information, FATCA and DAC6
  • On-going tax advice and tax compliance for banks
  • Support with complex company audits and appeal proceedings
  • Judit Jancsa-Pék
    Partner | Tax Advisor
  • Márta Siklós
    Partner | Tax Advisor | Auditor
  • Nóra Rácz
    Partner | Tax Advisor
  • Gellért Menczel-Kiss
    Partner | Tax Advisor
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