We for you in
Our clients > Banks | Insurance companies | Funds

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 sector 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
We for you
Judit Jancsa-Pék
Tax Advisor | Partner
Márta Siklós
Auditor | Tax Advisor | Partner
Nóra Rácz
Tax Advisor | Partner
Events — 25.04.2023
Good Morning CEE – Transfer pricing update for Austria, Croatia, Czech Republic, Hungary, Serbia, Slovakia and Slovenia
Newsletter — 13.02.2023
mailingLeitner Hungary: Changes in tax 02/2023
Newsletter — 12.12.2022
VAT newsletter - third quarter 2022
Newsletter — 07.11.2022
VAT Newsletter - second quarter 2022
Events — 05.10.2022
Import, Export and Chain transactions – Dos and don´ts in the CEE region from a VAT perspective
Newsletter — 10.09.2022
Recent tax developments
Newsletter — 07.06.2022
mailingLeitner Hungary Q2 2022
Newsletter — 18.05.2022
mailingLeitner Hungary Q1 2022
Let's get in touch!