Lindemann Law

Web Workshop on Swiss Transactional Taxes – Practical Insights for Asset Managers and Their Clients

LINDEMANNLAW is delighted to invite you to an exclusive online workshop focused on Swiss transactional taxes for clients of Swiss and Liechtenstein asset managers.

In practice, many transactions fall into areas where Swiss tax regulations lack clarity, making full compliance and smooth tax audits a challenge. This often leads to uncertainty and discussions within financial institutions, asset and fund managers, and even with tax authorities and auditors.

In this session, our experienced speakers will share recurring issues observed in client work, along with practical tips, current trends, and strategic approaches to addressing them.

Event Details

Date: Thursday, 22 May 2025
Time: 10:00 CET
Format: Online via Microsoft Teams
Language: English

This event is free of charge. To register click here.

Agenda

1. Swiss Stamp Duty

  • High-level introduction
  • Swiss stamp duty on private market transactions
  • Swiss securities dealers and exempt counterparties:
     – Is the list in Art. 13(3) exhaustive?
     – How to document Swiss securities dealers
  •  Case Study: Exempt foreign counterparties – special cases
     – Parties acting on behalf of foreign collective investment schemes
     – Foreign pension funds
  • The concept of intermediation as defined by the Federal Tax Administration

2. Swiss Withholding Tax

  • Fiduciary deposits
  • Tax reclaim

3. Tax Audits – When the Tax Auditor Comes with a Payment Slip

  • Differences between cantonal and federal tax audits
  • Case Study: Key milestones and preparation
  • Strategic advice

4. Live Q&A Session

Speakers

Both speakers advise leading financial institutions and investors on Swiss tax matters and have deep practical experience with audits, compliance, and strategic tax planning.

Who Should Attend

  • Swiss and Liechtenstein asset managers
  • Wealth and private bankers
  • Fund managers, administrators and compliance professionals
  • Legal and tax advisors in financial services
  • Institutional and private investors
  • Financial controllers and auditors

We look forward to welcoming you to this practical and insightful session!

Get in touch

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