Transaction taxes

Many countries around the world impose taxes on financial transactions. These taxes come in a variety of shapes and sizes from taxes on the transfer of ownership of shares and stamp duties on foreign exchange transactions and movement of cash balances between accounts.

Financial services organisations are building new systems and operating procedures in response to new regimes which have been introduced in places such as France and Italy.

At the same time you clients need to have clarity on the transaction tax costs of their investment strategies.

We can help you by:

  • Understanding the detailed technical requirements of the various regimes;
  • Modeling the transaction tax costs of a given investment strategy or proposed transaction;
  • Developing your strategic and operational response to new regimes; and
  • Providing health checks and review of transactional data to monitor ongoing compliance.

Contact us

Simon Leach

, PwC United Kingdom

Tel: +44 (0)20 7213 2746

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